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ARTY

Synergy Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-54,714
Closed -$2.5M – 314
2025
Q3 		$2.5M Buy
+54,714
New +$2.35M 0.09% 119

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Synergy Asset Management's ARTY Position: Q4 2025 in Review

Synergy Asset Management sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2025, closing a stake of 54,714 shares — an estimated $2.5M sold.

Synergy Asset Management first reported a position in ARTY in Q3 2025 and held it in 1 quarter. The position peaked at $2.5M in Q3 2025. 316 funds tracked by Wall St. Rank hold ARTY as of Q4 2025.

  • Synergy Asset Management reported no remaining iShares Future AI & Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 54,714 iShares Future AI & Tech ETF shares in Q4 2025, an estimated $2.5M.
  • Synergy Asset Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 1 quarter.
  • Synergy Asset Management's iShares Future AI & Tech ETF position peaked at $2.5M in Q3 2025.
  • 316 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.