SWA
ARTY

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

SOA Wealth 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
2026
Q1 		$29.7K Sell
638
-21
-3% -$1.05K 0.01% 443
2025
Q4 		$31.8K Buy
659
+116
+21% +$5.59K 0.01% 437
2025
Q3 		$24.9K Buy
543
+396
+269% +$17K ﹤0.01% 483
2025
Q2 		$6.04K Hold
147
– – ﹤0.01% 643
2025
Q1 		$4.64K Hold
147
– – ﹤0.01% 639
2024
Q4 		$5.46K Hold
147
– – ﹤0.01% 611
2024
Q3 		$5.04K Hold
147
– – ﹤0.01% 604
2024
Q2 		$4.88K Hold
147
– – ﹤0.01% 607
2024
Q1 		$5.04K Hold
147
– – ﹤0.01% 611
2023
Q4 		$5.06K Buy
147
+1
+0.7% +$32 ﹤0.01% 598
2023
Q3 		$4.46K Buy
+146
New +$4.71K ﹤0.01% 630

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return