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

Sheets Smith 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
2023
Q4 		– Sell
-100
Closed -$3.05K – 517
2023
Q3 		$3.05K Buy
+100
New +$3.23K ﹤0.01% 469

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sheets Smith Wealth Management's ARTY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2023, closing a stake of 100 shares — an estimated $3.05K sold.

Sheets Smith Wealth Management first reported a position in ARTY in Q3 2023 and held it in 1 quarter. The position peaked at $3.05K in Q3 2023. 150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 100 iShares Future AI & Tech ETF shares in Q4 2023, an estimated $3.05K.
  • Sheets Smith Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Future AI & Tech ETF position peaked at $3.05K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.