WH
ARTY

Willner & Heller’s iShares Future AI & Tech ETF ARTY Stock Holding History

Willner & Heller’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
2022
Q1 		– Sell
-4,717
Closed -$200K – 150
2021
Q4 		$200K Buy
+4,717
New +$206K 0.27% 141

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Willner & Heller's ARTY Position: Q1 2022 in Review

Willner & Heller sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2022, closing a stake of 4,717 shares — an estimated $200K sold.

Willner & Heller first reported a position in ARTY in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 85 funds tracked by Wall St. Rank hold ARTY as of Q1 2022.

  • Willner & Heller reported no remaining iShares Future AI & Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Willner & Heller sold 4,717 iShares Future AI & Tech ETF shares in Q1 2022, an estimated $200K.
  • Willner & Heller first reported a position in iShares Future AI & Tech ETF in Q4 2021 and held it in 1 quarter.
  • Willner & Heller's iShares Future AI & Tech ETF position peaked at $200K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2022.

Based on Willner & Heller's 13F filing for Q1 2022, filed 5 Jul 2022.