PS
ARTY

Principal Securities’s iShares Future AI & Tech ETF ARTY Stock Holding History

Principal Securities’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 		$392K Buy
8,417
+1,529
+22% +$76.7K 0.01% 1083
2025
Q4 		$332K Buy
6,888
+1,739
+34% +$83.8K 0.01% 1101
2025
Q3 		$236K Buy
5,149
+1,107
+27% +$47.6K ﹤0.01% 1217
2025
Q2 		$166K Sell
4,042
-405
-9% -$14.2K ﹤0.01% 1314
2025
Q1 		$165K Hold
4,447
– – ﹤0.01% 1210
2024
Q4 		$165K Sell
4,447
-142
-3% -$5.16K ﹤0.01% 1207
2024
Q3 		$157K Sell
4,589
-207
-4% -$6.87K ﹤0.01% 1201
2024
Q2 		$159K Buy
4,796
+484
+11% +$16.1K ﹤0.01% 1133
2024
Q1 		$148K Buy
4,312
+794
+23% +$26.7K ﹤0.01% 1131
2023
Q4 		$121K Buy
+3,518
New +$111K ﹤0.01% 1123

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