IWC
ARTY

Integrated Wealth Concepts’s iShares Future AI & Tech ETF ARTY Stock Holding History

Integrated Wealth Concepts’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 		$699K Buy
15,020
+7,157
+91% +$359K 0.01% 1331
2025
Q4 		$379K Buy
7,863
+1,258
+19% +$60.6K ﹤0.01% 1221
2025
Q3 		$302K Buy
6,605
+1,474
+29% +$63.3K ﹤0.01% 1631
2025
Q2 		$210K Buy
+5,131
New +$179K ﹤0.01% 1745
2024
Q4 		– Sell
-8,242
Closed -$282K – 1794
2024
Q3 		$282K Sell
8,242
-1,206
-13% -$40K ﹤0.01% 1381
2024
Q2 		$314K Buy
9,448
+708
+8% +$23.6K ﹤0.01% 1293
2024
Q1 		$300K Sell
8,740
-321
-4% -$10.8K ﹤0.01% 1320
2023
Q4 		$313K Sell
9,061
-912
-9% -$28.9K 0.01% 1242
2023
Q3 		$305K Buy
+9,973
New +$322K 0.01% 1222

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