Retirement Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Retirement Group’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
2024 Q1	$285K	Buy	8,310 +5,585	+205%	+$188K	0.1%	91
2023 Q4	$94K	Sell	2,725 -4,700	-63%	-$149K	0.04%	159
2023 Q3	$227K	Buy	7,425 +750	+11%	+$24.2K	0.09%	93
2023 Q2	$221K	Buy	6,675 +5,000	+299%	+$154K	0.09%	91
2023 Q1	$53K	Buy	+1,675	New	+$49.5K	0.02%	186
2022 Q1	–	Sell	-580	Closed	-$24K	–	841
2021 Q4	$24K	Hold	580	–	–	0.01%	309
2021 Q3	$25K	Hold	580	–	–	0.01%	285
2021 Q2	$26K	Hold	580	–	–	0.01%	296
2021 Q1	$25K	Buy	+580	New	+$26.2K	0.01%	357

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

WBG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Group's ARTY Position: Q1 2024 in Review

Retirement Group increased its iShares Future AI & Tech ETF (ARTY) stake by 205% in Q1 2024, buying an estimated $188K and bringing the position to 8,310 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #91.

Retirement Group first reported a position in ARTY in Q1 2021 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold ARTY as of Q1 2024.

Retirement Group held 8,310 shares of iShares Future AI & Tech ETF worth $285K as of Q1 2024.
Retirement Group bought 5,585 iShares Future AI & Tech ETF shares in Q1 2024, an estimated $188K.
iShares Future AI & Tech ETF made up 0.1% of Retirement Group's portfolio in Q1 2024, its #91 holding.
Retirement Group first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 9 quarters since.
160 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.