WWA
ARTY

Wingate Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-314
Closed -$11.6K – 476
2024
Q4 		$11.6K Buy
+314
New +$11.4K 0.01% 329

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wingate Wealth Advisors's ARTY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2025, closing a stake of 314 shares — an estimated $11.6K sold.

Wingate Wealth Advisors first reported a position in ARTY in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 214 funds tracked by Wall St. Rank hold ARTY as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 314 iShares Future AI & Tech ETF shares in Q1 2025, an estimated $11.6K.
  • Wingate Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares Future AI & Tech ETF position peaked at $11.6K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.