JEST
ARTY

JTC Employer Solutions Trustee’s iShares Future AI & Tech ETF ARTY Stock Holding History

JTC Employer Solutions Trustee’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 		$155K Hold
3,326
– – 0.01% 174
2025
Q4 		$160K Buy
+3,326
New +$160K 0.01% 172
2024
Q1 		– Sell
-1,000
Closed -$35K – 359
2023
Q4 		$35K Hold
1,000
– – ﹤0.01% 270
2023
Q3 		$31K Hold
1,000
– – ﹤0.01% 281
2023
Q2 		$33K Hold
1,000
– – ﹤0.01% 286
2023
Q1 		$31K Buy
+1,000
New +$29.5K ﹤0.01% 293
2022
Q2 		– Sell
-670
Closed -$23K – 308
2022
Q1 		$23K Sell
670
-1,330
-67% -$47.5K ﹤0.01% 242
2021
Q4 		$83K Hold
2,000
– – 0.01% 181
2021
Q3 		$85K Hold
2,000
– – 0.01% 180
2021
Q2 		$90K Buy
+2,000
New +$86.4K 0.01% 171

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