WA
ARTY

Waddell & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Waddell & Associates’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
Q1 		$1.43M Hold
30,735
– – 0.08% 79
2025
Q4 		$1.48M Hold
30,735
– – 0.1% 59
2025
Q3 		$1.41M Hold
30,735
– – 0.12% 55
2025
Q2 		$1.26M Hold
30,735
– – 0.13% 50
2025
Q1 		$967K Buy
30,735
+25
+0.1% +$927 0.12% 54
2024
Q4 		$1.14M Hold
30,710
– – 0.12% 48
2024
Q3 		$1.05M Buy
30,710
+3,016
+11% +$100K 0.13% 50
2024
Q2 		$919K Sell
27,694
-397
-1% -$13.2K 0.12% 50
2024
Q1 		$965K Hold
28,091
– – 0.13% 49
2023
Q4 		$969K Buy
28,091
+13,670
+95% +$433K 0.13% 47
2023
Q3 		$440K Buy
14,421
+7,815
+118% +$252K 0.06% 91
2023
Q2 		$218K Buy
+6,606
New +$203K 0.03% 158

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return