LRI Investments’s iShares Future AI & Tech ETF ARTY Stock Holding History

LRI Investments’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 Q2	$5.4M	Sell	70,872 -23,565	-25%	-$1.56M	0.43%	30
2026 Q1	$4.39M	Buy	94,437 +4,843	+5%	+$243K	0.39%	34
2025 Q4	$4.32M	Buy	89,594 +1,083	+1%	+$52.2K	0.35%	35
2025 Q3	$4.05M	Sell	88,511 -9,286	-9%	-$399K	0.33%	35
2025 Q2	$4.01M	Buy	97,797 +3,682	+4%	+$129K	0.34%	32
2025 Q1	$2.96M	Buy	94,115 +90,115	+2,253%	+$3.34M	0.29%	40
2024 Q4	$148K	Hold	4,000	–	–	0.01%	334
2024 Q3	$143K	Buy	+4,000	New	+$133K	0.01%	342

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

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

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return