M&R Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

M&R Capital 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
2024 Q3	$17.1K	Hold	500	–	–	﹤0.01%	334
2024 Q2	$16.6K	Buy	500 +2	+0.4%	+$67	﹤0.01%	315
2024 Q1	$17.1K	Hold	498	–	–	﹤0.01%	315
2023 Q4	$17.2K	Buy	498 +2	+0.4%	+$63	﹤0.01%	335
2023 Q3	$15.1K	Hold	496	–	–	﹤0.01%	337
2023 Q2	$16.4K	Buy	+496	New	+$15.2K	﹤0.01%	338

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&R Capital Management's ARTY Position: Q3 2024 in Review

M&R Capital Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2024 at 500 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

M&R Capital Management first reported a position in ARTY in Q2 2023 and has held it in 6 quarters since. The position peaked at $17.2K in Q4 2023. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

M&R Capital Management held 500 shares of iShares Future AI & Tech ETF worth $17.1K as of Q3 2024.
M&R Capital Management left its iShares Future AI & Tech ETF share count unchanged in Q3 2024.
iShares Future AI & Tech ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #334 holding.
M&R Capital Management first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 6 quarters since.
M&R Capital Management's iShares Future AI & Tech ETF position peaked at $17.2K in Q4 2023.
167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.