HCA
ARTY

Heck Capital Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Heck Capital Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-72,558
Closed -$2.22M – 207
2023
Q3 		$2.22M Buy
+72,558
New +$2.34M 0.41% 56

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heck Capital Advisors's ARTY Position: Q4 2023 in Review

Heck Capital Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2023, closing a stake of 72,558 shares — an estimated $2.22M sold.

Heck Capital Advisors first reported a position in ARTY in Q3 2023 and held it in 1 quarter. The position peaked at $2.22M in Q3 2023. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

  • Heck Capital Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 72,558 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $2.22M.
  • Heck Capital Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2023 and held it in 1 quarter.
  • Heck Capital Advisors's iShares Future AI & Tech ETF position peaked at $2.22M in Q3 2023.
  • 150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.