West Wealth Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

West Wealth 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
2024 Q3	–	Sell	-8,506	Closed	-$282K	–	92
2024 Q2	$282K	Hold	8,506	–	–	0.1%	65
2024 Q1	$292K	Hold	8,506	–	–	0.11%	61
2023 Q4	$293K	Buy	+8,506	New	+$269K	0.12%	65

Other funds holding ARTY

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

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

WBG

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

West Wealth Group's ARTY Position: Q3 2024 in Review

West Wealth Group sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2024, closing a stake of 8,506 shares — an estimated $282K sold.

West Wealth Group first reported a position in ARTY in Q4 2023 and held it in 3 quarters. The position peaked at $293K in Q4 2023. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

West Wealth Group reported no remaining iShares Future AI & Tech ETF position as of Q3 2024 after selling out during the quarter.
West Wealth Group sold 8,506 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $282K.
West Wealth Group first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 3 quarters.
West Wealth Group's iShares Future AI & Tech ETF position peaked at $293K in Q4 2023.
167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on West Wealth Group's 13F filing for Q3 2024, filed 23 Oct 2024.