LRWM
ARTY

Lord & Richards Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-99
Closed -$3.11K – 178
2025
Q1 		$3.11K Buy
+99
New +$3.67K ﹤0.01% 133

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lord & Richards Wealth Management's ARTY Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2025, closing a stake of 99 shares — an estimated $3.11K sold.

Lord & Richards Wealth Management first reported a position in ARTY in Q1 2025 and held it in 1 quarter. The position peaked at $3.11K in Q1 2025. 234 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 99 iShares Future AI & Tech ETF shares in Q2 2025, an estimated $3.11K.
  • Lord & Richards Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Future AI & Tech ETF position peaked at $3.11K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.