Versant Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Versant Capital 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
2026 Q2	$10.9K	Hold	143	–	–	﹤0.01%	2204
2026 Q1	$6.65K	Hold	143	–	–	﹤0.01%	2299
2025 Q4	$6.89K	Hold	143	–	–	﹤0.01%	2134
2025 Q3	$6.55K	Hold	143	–	–	﹤0.01%	2100
2025 Q2	$5.86K	Hold	143	–	–	﹤0.01%	2102
2025 Q1	$4.5K	Hold	143	–	–	﹤0.01%	2063
2024 Q4	$5.3K	Hold	143	–	–	﹤0.01%	1730
2024 Q3	$4.9K	Hold	143	–	–	﹤0.01%	1300
2024 Q2	$4.75K	Hold	143	–	–	﹤0.01%	1240
2024 Q1	$4.91K	Buy	+143	New	+$4.81K	﹤0.01%	1038

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