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

Reilly 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
2021 Q4	$17K	Hold	400	–	–	﹤0.01%	600
2021 Q3	$17K	Hold	400	–	–	﹤0.01%	568
2021 Q2	$18K	Hold	400	–	–	﹤0.01%	574
2021 Q1	$17K	Buy	400 +246	+160%	+$11.1K	﹤0.01%	578
2020 Q4	$6K	Buy	+154	New	+$5.6K	﹤0.01%	699

Other funds holding ARTY

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WBG

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Reilly Financial Advisors's ARTY Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q4 2021 at 400 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Reilly Financial Advisors first reported a position in ARTY in Q4 2020 and has held it in 5 quarters since. The position peaked at $18K in Q2 2021. 98 funds tracked by Wall St. Rank hold ARTY as of Q4 2021.

Reilly Financial Advisors held 400 shares of iShares Future AI & Tech ETF worth $17K as of Q4 2021.
Reilly Financial Advisors left its iShares Future AI & Tech ETF share count unchanged in Q4 2021.
iShares Future AI & Tech ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #600 holding.
Reilly Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 5 quarters since.
Reilly Financial Advisors's iShares Future AI & Tech ETF position peaked at $18K in Q2 2021.
98 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.