IWA
ARTY

Intercontinental Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Intercontinental Wealth 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
Q2 		– Sell
-6,860
Closed -$215K – 314
2023
Q1 		$215K Buy
+6,860
New +$203K 0.06% 296

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Intercontinental Wealth Advisors's ARTY Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2023, closing a stake of 6,860 shares — an estimated $215K sold.

Intercontinental Wealth Advisors first reported a position in ARTY in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 113 funds tracked by Wall St. Rank hold ARTY as of Q2 2023.

  • Intercontinental Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,860 iShares Future AI & Tech ETF shares in Q2 2023, an estimated $215K.
  • Intercontinental Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2023 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's iShares Future AI & Tech ETF position peaked at $215K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.