Legacy Financial Group (Iowa)
ARTY

Legacy Financial Group (Iowa)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-200
Closed -$6.11K – 536
2023
Q3 		$6.11K Buy
+200
New +$6.46K ﹤0.01% 369

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LPL Financial
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Ameriprise
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WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ARTY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2023, closing a stake of 200 shares — an estimated $6.11K sold.

Legacy Financial Group (Iowa) first reported a position in ARTY in Q3 2023 and held it in 1 quarter. The position peaked at $6.11K in Q3 2023. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Future AI & Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $6.11K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Future AI & Tech ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Future AI & Tech ETF position peaked at $6.11K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.