SWM
ARTY

Selective Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Selective Wealth 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
2021
Q4 		– Sell
-227
Closed -$10K – 705
2021
Q3 		$10K Hold
227
– – 0.01% 438
2021
Q2 		$10K Hold
227
– – 0.01% 352
2021
Q1 		$10K Buy
+227
New +$10.2K 0.01% 259

Other funds holding ARTY

PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Selective Wealth Management's ARTY Position: Q4 2021 in Review

Selective Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2021, closing a stake of 227 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in ARTY in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 98 funds tracked by Wall St. Rank hold ARTY as of Q4 2021.

  • Selective Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 227 iShares Future AI & Tech ETF shares in Q4 2021, an estimated $10K.
  • Selective Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 3 quarters.
  • Selective Wealth Management's iShares Future AI & Tech ETF position peaked at $10K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.