WFA
ARTY

WMG Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

WMG Financial 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
2024
Q2 		– Sell
-6,540
Closed -$225K – 173
2024
Q1 		$225K Sell
6,540
-115
-2% -$3.87K 0.13% 126
2023
Q4 		$230K Buy
6,655
+48
+0.7% +$1.52K 0.15% 102
2023
Q3 		$202K Buy
6,607
+85
+1% +$2.74K 0.17% 95
2023
Q2 		$215K Buy
+6,522
New +$200K 0.16% 109

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMG Financial Advisors's ARTY Position: Q2 2024 in Review

WMG Financial Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 6,540 shares — an estimated $225K sold.

WMG Financial Advisors first reported a position in ARTY in Q2 2023 and held it in 4 quarters. The position peaked at $230K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • WMG Financial Advisors reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 6,540 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $225K.
  • WMG Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 4 quarters.
  • WMG Financial Advisors's iShares Future AI & Tech ETF position peaked at $230K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on WMG Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.