IAS
ARTY

Insigneo Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Insigneo Advisory Services’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 		$602K Buy
12,928
+402
+3% +$20.2K 0.04% 328
2025
Q4 		$604K Buy
12,526
+721
+6% +$34.8K 0.04% 322
2025
Q3 		$540K Sell
11,805
-302
-2% -$13K 0.04% 347
2025
Q2 		$496K Sell
12,107
-15,509
-56% -$542K 0.04% 346
2025
Q1 		$869K Buy
27,616
+14,402
+109% +$534K 0.09% 188
2024
Q4 		$490K Hold
13,214
– – 0.05% 302
2024
Q3 		$452K Hold
13,214
– – 0.05% 335
2024
Q2 		$398K Sell
13,214
-2,458
-16% -$82K 0.04% 343
2024
Q1 		$538K Buy
15,672
+3,150
+25% +$106K 0.06% 253
2023
Q4 		$432K Hold
12,522
– – 0.06% 263
2023
Q3 		$382K Buy
12,522
+213
+2% +$6.88K 0.08% 234
2023
Q2 		$407K Buy
12,309
+3,309
+37% +$102K 0.08% 232
2023
Q1 		$282K Buy
+9,000
New +$266K 0.09% 214

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