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

Lee Financial’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 Q1	–	Sell	-100	Closed	-$2.55K	–	973
2022 Q4	$2.55K	Hold	100	–	–	﹤0.01%	651
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	722
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	651
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	603
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	646
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	531
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	492
2021 Q1	$4K	Buy	+100	New	+$4.51K	﹤0.01%	444

Other funds holding ARTY

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lee Financial's ARTY Position: Q1 2023 in Review

Lee Financial sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2023, closing a stake of 100 shares — an estimated $2.55K sold.

Lee Financial first reported a position in ARTY in Q1 2021 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 87 funds tracked by Wall St. Rank hold ARTY as of Q1 2023.

Lee Financial reported no remaining iShares Future AI & Tech ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 100 iShares Future AI & Tech ETF shares in Q1 2023, an estimated $2.55K.
Lee Financial first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 8 quarters.
Lee Financial's iShares Future AI & Tech ETF position peaked at $4K in Q4 2021.
87 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.