LWA
ARTY

Lowe Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Lowe Wealth Advisors’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
Q3 		$504 Hold
11
– – ﹤0.01% 375
2025
Q2 		$451 Hold
11
– – ﹤0.01% 348
2025
Q1 		$346 Hold
11
– – ﹤0.01% 357
2024
Q4 		$408 Hold
11
– – ﹤0.01% 345
2024
Q3 		$377 Buy
+11
New +$365 ﹤0.01% 302

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Wealth Advisors's ARTY Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2025 at 11 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Lowe Wealth Advisors first reported a position in ARTY in Q3 2024 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

  • Lowe Wealth Advisors held 11 shares of iShares Future AI & Tech ETF worth $504 as of Q3 2025.
  • Lowe Wealth Advisors left its iShares Future AI & Tech ETF share count unchanged in Q3 2025.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #375 holding.
  • Lowe Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2024 and has held it in 5 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.