Jones Financial Companies
ARTY

Jones Financial Companies’s iShares Future AI & Tech ETF ARTY Stock Holding History

Jones Financial Companies’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 		$22.1M Buy
481,076
+142,411
+42% +$7.15M 0.01% 559
2025
Q4 		$16.3M Buy
338,665
+113,732
+51% +$5.48M 0.01% 360
2025
Q3 		$10.1M Buy
224,933
+75,115
+50% +$3.23M 0.01% 406
2025
Q2 		$6.09M Buy
149,818
+39,528
+36% +$1.38M ﹤0.01% 452
2025
Q1 		$3.5M Buy
110,290
+86,721
+368% +$3.22M ﹤0.01% 509
2024
Q4 		$874K Buy
23,569
+16,606
+238% +$603K ﹤0.01% 790
2024
Q3 		$239K Buy
6,963
+4,339
+165% +$144K ﹤0.01% 1074
2024
Q2 		$87.1K Buy
+2,624
New +$87.5K ﹤0.01% 1093

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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return