HR
ARTY

Howe & Rusling’s iShares Future AI & Tech ETF ARTY Stock Holding History

Howe & Rusling’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
2026
Q1 		$29.1K Hold
625
– – ﹤0.01% 388
2025
Q4 		$30.1K Hold
625
– – ﹤0.01% 389
2025
Q3 		$28.6K Buy
625
+525
+525% +$22.6K ﹤0.01% 379
2025
Q2 		$4.1K Hold
100
– – ﹤0.01% 440
2025
Q1 		$3.15K Buy
+100
New +$3.71K ﹤0.01% 415
2024
Q4 		– Sell
-100
Closed -$3.42K – 471
2024
Q3 		$3.42K Hold
100
– – ﹤0.01% 380
2024
Q2 		$3.32K Hold
100
– – ﹤0.01% 348
2024
Q1 		$3.44K Hold
100
– – ﹤0.01% 367
2023
Q4 		$3.45K Buy
+100
New +$3.17K ﹤0.01% 350
2023
Q3 		– Sell
-100
Closed -$3.3K – 346
2023
Q2 		$3.3K Buy
+100
New +$3.07K ﹤0.01% 316

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return