PFM
ARTY

Phillips Financial Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Phillips Financial 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
2026
Q1 		$465 Hold
10
– – ﹤0.01% 282
2025
Q4 		$482 Hold
10
– – ﹤0.01% 306
2025
Q3 		$458 Hold
10
– – ﹤0.01% 305
2025
Q2 		$410 Hold
10
– – ﹤0.01% 279
2025
Q1 		$315 Hold
10
– – ﹤0.01% 258
2024
Q4 		$371 Hold
10
– – ﹤0.01% 259
2024
Q3 		$342 Hold
10
– – ﹤0.01% 276
2024
Q2 		$332 Hold
10
– – ﹤0.01% 271
2024
Q1 		$344 Buy
+10
New +$336 ﹤0.01% 263

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return