RI
ARTY

Ridgewood Investments’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-100
Closed -$3.3K – 815
2023
Q2 		$3.3K Buy
+100
New +$3.07K ﹤0.01% 647

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Jane Street
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ridgewood Investments's ARTY Position: Q3 2023 in Review

Ridgewood Investments sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2023, closing a stake of 100 shares — an estimated $3.3K sold.

Ridgewood Investments first reported a position in ARTY in Q2 2023 and held it in 1 quarter. The position peaked at $3.3K in Q2 2023. 123 funds tracked by Wall St. Rank hold ARTY as of Q3 2023.

  • Ridgewood Investments reported no remaining iShares Future AI & Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 100 iShares Future AI & Tech ETF shares in Q3 2023, an estimated $3.3K.
  • Ridgewood Investments first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's iShares Future AI & Tech ETF position peaked at $3.3K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.