Vermillion & White Wealth Management Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-83	Closed	-$3.08K	–	558
2024 Q4	$3.08K	Hold	83	–	–	﹤0.01%	307
2024 Q3	$2.84K	Hold	83	–	–	﹤0.01%	284
2024 Q2	$2.75K	Hold	83	–	–	﹤0.01%	296
2024 Q1	$2.85K	Hold	83	–	–	﹤0.01%	277
2023 Q4	$2.86K	Buy	+83	New	+$2.63K	﹤0.01%	238

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vermillion & White Wealth Management Group's ARTY Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2025, closing a stake of 83 shares — an estimated $3.08K sold.

Vermillion & White Wealth Management Group first reported a position in ARTY in Q4 2023 and held it in 5 quarters. The position peaked at $3.08K in Q4 2024. 214 funds tracked by Wall St. Rank hold ARTY as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining iShares Future AI & Tech ETF position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 83 iShares Future AI & Tech ETF shares in Q1 2025, an estimated $3.08K.
Vermillion & White Wealth Management Group first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 5 quarters.
Vermillion & White Wealth Management Group's iShares Future AI & Tech ETF position peaked at $3.08K in Q4 2024.
214 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.