Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ARTY
Wealth Enhancement Advisory Services’s
iShares Future AI & Tech ETF
ARTY
Stock Holding History
Wealth Enhancement Advisory Services’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
$948K
Sell
19,869
-11,348
-36%
-$570K
﹤0.01%
1840
2025
Q4
$1.59M
Sell
31,217
-50,680
-62%
-$2.44M
﹤0.01%
1659
2025
Q3
$3.93M
Sell
81,897
-6,607
-7%
-$284K
0.01%
1075
2025
Q2
$3.66M
Buy
88,504
+40,953
+86%
+$1.43M
0.01%
1049
2025
Q1
$1.5M
Buy
47,551
+10,249
+27%
+$380K
﹤0.01%
1393
2024
Q4
$1.38M
Buy
37,302
+8,316
+29%
+$302K
﹤0.01%
1370
2024
Q3
$992K
Buy
28,986
+339
+1%
+$11.3K
﹤0.01%
1404
2024
Q2
$951K
Buy
28,647
+9,051
+46%
+$302K
﹤0.01%
1305
2024
Q1
$673K
Sell
19,596
-1,240
-6%
-$41.7K
﹤0.01%
1421
2023
Q4
$719K
Buy
20,836
+2,103
+11%
+$66.6K
﹤0.01%
1308
2023
Q3
$572K
Buy
+18,733
New
+$605K
﹤0.01%
1357
Other funds holding ARTY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close