WJ Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

WJ Wealth Management’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	-15,456	Closed	-$513K	–	86
2024 Q2	$513K	Sell	15,456 -4,190	-21%	-$140K	0.19%	57
2024 Q1	$675K	Sell	19,646 -4,570	-19%	-$154K	0.27%	48
2023 Q4	$835K	Sell	24,216 -382	-2%	-$12.1K	0.36%	41
2023 Q3	$751K	Buy	24,598 +1,092	+5%	+$35.2K	0.36%	35
2023 Q2	$777K	Sell	23,506 -36,181	-61%	-$1.11M	0.37%	35
2023 Q1	$1.87M	Buy	+59,687	New	+$1.76M	1.27%	20

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

WJ Wealth Management's ARTY Position: Q3 2024 in Review

WJ Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2024, closing a stake of 15,456 shares — an estimated $513K sold.

WJ Wealth Management first reported a position in ARTY in Q1 2023 and held it in 6 quarters. The position peaked at $1.87M in Q1 2023. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

WJ Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2024 after selling out during the quarter.
WJ Wealth Management sold 15,456 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $513K.
WJ Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2023 and held it in 6 quarters.
WJ Wealth Management's iShares Future AI & Tech ETF position peaked at $1.87M in Q1 2023.
167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on WJ Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.