SWIG
ARTY

Strategic Wealth Investment Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Strategic Wealth Investment Group’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
-4,053
Closed -$166K – 205
2025
Q2 		$166K Buy
+4,053
New +$142K 0.24% 54
2025
Q1 		– Sell
-60,800
Closed -$2.25M – 135
2024
Q4 		$2.25M Sell
60,800
-623
-1% -$22.6K 0.25% 57
2024
Q3 		$2.05M Buy
61,423
+4,825
+9% +$160K 0.22% 61
2024
Q2 		$1.87M Buy
+56,598
New +$1.89M 0.24% 61

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

Strategic Wealth Investment Group's ARTY Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2025, closing a stake of 4,053 shares — an estimated $166K sold.

Strategic Wealth Investment Group first reported a position in ARTY in Q2 2024 and held it in 4 quarters. The position peaked at $2.25M in Q4 2024. 278 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares Future AI & Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4,053 iShares Future AI & Tech ETF shares in Q3 2025, an estimated $166K.
  • Strategic Wealth Investment Group first reported a position in iShares Future AI & Tech ETF in Q2 2024 and held it in 4 quarters.
  • Strategic Wealth Investment Group's iShares Future AI & Tech ETF position peaked at $2.25M in Q4 2024.
  • 278 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.