ORG Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

ORG Partners’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 Q1	–	Sell	-353	Closed	-$13.1K	–	1630
2024 Q4	$13.1K	Hold	353	–	–	﹤0.01%	835
2024 Q3	$12.1K	Hold	353	–	–	﹤0.01%	758
2024 Q2	$11.7K	Buy	+353	New	+$11.8K	﹤0.01%	1213
2024 Q1	–	Sell	-353	Closed	-$12.2K	–	1157
2023 Q4	$12.2K	Buy	+353	New	+$11.2K	﹤0.01%	736
2023 Q3	–	Sell	-353	Closed	-$11.8K	–	1621
2023 Q2	$11.8K	Buy	+353	New	+$10.8K	﹤0.01%	950

Other funds holding ARTY

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's ARTY Position: Q1 2025 in Review

ORG Partners sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2025, closing a stake of 353 shares — an estimated $13.1K sold.

ORG Partners first reported a position in ARTY in Q2 2023 and held it in 5 quarters. The position peaked at $13.1K in Q4 2024. 214 funds tracked by Wall St. Rank hold ARTY as of Q1 2025.

ORG Partners reported no remaining iShares Future AI & Tech ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 353 iShares Future AI & Tech ETF shares in Q1 2025, an estimated $13.1K.
ORG Partners first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares Future AI & Tech ETF position peaked at $13.1K in Q4 2024.
214 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.