LAS
ARTY

Legacy Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Legacy Advisory Services’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 		$210K Hold
4,506
– – 0.16% 49
2025
Q4 		$217K Hold
4,506
– – 0.16% 47
2025
Q3 		$206K Buy
+4,506
New +$194K 0.16% 48
2025
Q2 		– Sell
-14,505
Closed -$456K – 54
2025
Q1 		$456K Sell
14,505
-1
-0% -$37 0.39% 30
2024
Q4 		$538K Hold
14,506
– – 0.46% 31
2024
Q3 		$497K Hold
14,506
– – 0.43% 34
2024
Q2 		$481K Buy
14,506
+1,400
+11% +$46.7K 0.44% 32
2024
Q1 		$450K Buy
+13,106
New +$441K 0.43% 34

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Bank of America
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LPL Financial
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HP
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WBG
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Ameriprise
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Jones Financial Companies
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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