Wolf Group Capital Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wolf Group Capital 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	$281K	Sell	8,923 -4,144	-32%	-$154K	0.09%	132
2024 Q4	$432K	Hold	13,067	–	–	0.21%	85
2024 Q3	$432K	Buy	13,067 +414	+3%	+$13.7K	0.21%	86
2024 Q2	$420K	Sell	12,653 -414	-3%	-$13.8K	0.17%	94
2024 Q1	$432K	Hold	13,067	–	–	0.21%	86
2023 Q4	$432K	Buy	13,067 +7	+0.1%	+$222	0.2%	86
2023 Q3	$399K	Sell	13,060 -7	-0.1%	-$226	0.19%	90
2023 Q2	$412K	Hold	13,067	–	–	0.21%	87
2023 Q1	$410K	Sell	13,067 -745	-5%	-$22K	0.2%	87
2022 Q4	$353K	Buy	+13,812	New	+$347K	0.17%	96
2022 Q2	–	Sell	-17,598	Closed	-$605K	–	122
2022 Q1	$605K	Sell	17,598 -32,382	-65%	-$1.16M	0.31%	76
2021 Q4	$2.07M	Buy	49,980 +33,202	+198%	+$1.45M	0.34%	74
2021 Q3	$711K	Buy	16,778 +321	+2%	+$14.1K	0.39%	72
2021 Q2	$739K	Buy	16,457 +4,535	+38%	+$196K	0.4%	71
2021 Q1	$514K	Buy	+11,922	New	+$538K	0.3%	73

Other funds holding ARTY

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

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

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

Wolf Group Capital Advisors's ARTY Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 32% in Q1 2025, selling an estimated $154K and leaving 8,923 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #132.

Wolf Group Capital Advisors first reported a position in ARTY in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.07M in Q4 2021. 214 funds tracked by Wall St. Rank hold ARTY as of Q1 2025.

Wolf Group Capital Advisors held 8,923 shares of iShares Future AI & Tech ETF worth $281K as of Q1 2025.
Wolf Group Capital Advisors sold 4,144 iShares Future AI & Tech ETF shares in Q1 2025, an estimated $154K.
iShares Future AI & Tech ETF made up 0.09% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #132 holding.
Wolf Group Capital Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 15 quarters since.
Wolf Group Capital Advisors's iShares Future AI & Tech ETF position peaked at $2.07M in Q4 2021.
214 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.