RA
ARTY

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

Rise 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
2024
Q4 		– Sell
-151
Closed -$5.17K – 1234
2024
Q3 		$5.17K Hold
151
– – ﹤0.01% 1076
2024
Q2 		$5.01K Buy
151
+1
+0.7% +$33 ﹤0.01% 1077
2024
Q1 		$5.16K Buy
150
+75
+100% +$2.52K ﹤0.01% 1088
2023
Q4 		$2.6K Buy
+75
New +$2.38K ﹤0.01% 436

Other funds holding ARTY

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Rise Advisors's ARTY Position: Q4 2024 in Review

Rise Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2024, closing a stake of 151 shares — an estimated $5.17K sold.

Rise Advisors first reported a position in ARTY in Q4 2023 and held it in 4 quarters. The position peaked at $5.17K in Q3 2024. 182 funds tracked by Wall St. Rank hold ARTY as of Q4 2024.

  • Rise Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 151 iShares Future AI & Tech ETF shares in Q4 2024, an estimated $5.17K.
  • Rise Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 4 quarters.
  • Rise Advisors's iShares Future AI & Tech ETF position peaked at $5.17K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.