Phoenix Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Phoenix Wealth 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
2026 Q1	$1.06M	Sell	22,778 -632	-3%	-$31.7K	0.42%	51
2025 Q4	$1.13M	Sell	23,410 -29	-0.1%	-$1.4K	0.43%	49
2025 Q3	$1.07M	Buy	23,439 +41	+0.2%	+$1.76K	0.41%	52
2025 Q2	$959K	Sell	23,398 -298	-1%	-$10.4K	0.4%	57
2025 Q1	$745K	Buy	23,696 +318	+1%	+$11.8K	0.32%	63
2024 Q4	$867K	Buy	23,378 +20	+0.1%	+$727	0.38%	51
2024 Q3	$800K	Buy	23,358 +111	+0.5%	+$3.69K	0.37%	58
2024 Q2	$772K	Sell	23,247 -239	-1%	-$7.97K	0.39%	57
2024 Q1	$807K	Buy	23,486 +11,489	+96%	+$386K	0.49%	53
2023 Q4	$404K	Buy	11,997 +914	+8%	+$28.9K	0.28%	66
2023 Q3	$338K	Buy	11,083 +227	+2%	+$7.33K	0.2%	72
2023 Q2	$359K	Buy	+10,856	New	+$333K	0.21%	68

Other funds holding ARTY

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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 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