NFA
ARTY

Northwest Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-970
Closed -$33.2K – 570
2024
Q3 		$33.2K Buy
+970
New +$32.2K 0.03% 270

Other funds holding ARTY

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Northwest Financial Advisors's ARTY Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2024, closing a stake of 970 shares — an estimated $33.2K sold.

Northwest Financial Advisors first reported a position in ARTY in Q3 2024 and held it in 1 quarter. The position peaked at $33.2K in Q3 2024. 182 funds tracked by Wall St. Rank hold ARTY as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 970 iShares Future AI & Tech ETF shares in Q4 2024, an estimated $33.2K.
  • Northwest Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares Future AI & Tech ETF position peaked at $33.2K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.