SHIM
ARTY

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

Stone House 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
2024
Q2 		– Sell
-82
Closed -$2.81K – 442
2024
Q1 		$2.81K Hold
82
– – ﹤0.01% 322
2023
Q4 		$2.82K Buy
82
+1
+1% +$32 ﹤0.01% 246
2023
Q3 		$2.49K Hold
81
– – ﹤0.01% 248
2023
Q2 		$2.69K Hold
81
– – ﹤0.01% 245
2023
Q1 		$2.54K Buy
+81
New +$2.39K ﹤0.01% 237

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Stone House Investment Management's ARTY Position: Q2 2024 in Review

Stone House Investment Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 82 shares — an estimated $2.81K sold.

Stone House Investment Management first reported a position in ARTY in Q1 2023 and held it in 5 quarters. The position peaked at $2.82K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • Stone House Investment Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 82 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $2.81K.
  • Stone House Investment Management first reported a position in iShares Future AI & Tech ETF in Q1 2023 and held it in 5 quarters.
  • Stone House Investment Management's iShares Future AI & Tech ETF position peaked at $2.82K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.