Toth Financial Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

Toth Financial Advisory’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 Q2	$16K	Hold	210	–	–	﹤0.01%	531
2026 Q1	$9.77K	Hold	210	–	–	﹤0.01%	563
2025 Q4	$10.1K	Hold	210	–	–	﹤0.01%	548
2025 Q3	$9.61K	Hold	210	–	–	﹤0.01%	541
2025 Q2	$8.61K	Hold	210	–	–	﹤0.01%	503
2025 Q1	$6.61K	Hold	210	–	–	﹤0.01%	499
2024 Q4	$7.79K	Hold	210	–	–	﹤0.01%	475
2024 Q3	$7.19K	Hold	210	–	–	﹤0.01%	486
2024 Q2	$6.97K	Hold	210	–	–	﹤0.01%	490
2024 Q1	$7.21K	Hold	210	–	–	﹤0.01%	484
2023 Q4	$7.25K	Hold	210	–	–	﹤0.01%	488
2023 Q3	$6.41K	Buy	+210	New	+$6.78K	﹤0.01%	493

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return