RIM
ARTY

Rockbridge Investment Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Rockbridge Investment Management’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
2025
Q3 		– Sell
-6,972
Closed -$286K – 136
2025
Q2 		$286K Hold
6,972
– – 0.03% 115
2025
Q1 		$219K Hold
6,972
– – 0.03% 126
2024
Q4 		$258K Sell
6,972
-25
-0.4% -$908 0.03% 113
2024
Q3 		$240K Buy
+6,997
New +$232K 0.03% 115
2024
Q1 		– Sell
-960
Closed -$33.1K – 660
2023
Q4 		$33.1K Buy
+960
New +$30.4K 0.01% 278

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockbridge Investment Management's ARTY Position: Q3 2025 in Review

Rockbridge Investment Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2025, closing a stake of 6,972 shares — an estimated $286K sold.

Rockbridge Investment Management first reported a position in ARTY in Q4 2023 and held it in 5 quarters. The position peaked at $286K in Q2 2025. 278 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

  • Rockbridge Investment Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 6,972 iShares Future AI & Tech ETF shares in Q3 2025, an estimated $286K.
  • Rockbridge Investment Management first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 5 quarters.
  • Rockbridge Investment Management's iShares Future AI & Tech ETF position peaked at $286K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Rockbridge Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.