WIA
ARTY

World Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

World Investment 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
2026
Q1 		$1.1M Buy
23,745
+871
+4% +$43.7K 0.02% 680
2025
Q4 		$1.1M Buy
22,874
+4,495
+24% +$217K 0.02% 657
2025
Q3 		$841K Buy
18,379
+8,627
+88% +$371K 0.02% 615
2025
Q2 		$400K Sell
9,752
-372
-4% -$13K 0.01% 806
2025
Q1 		$318K Buy
10,124
+268
+3% +$9.94K 0.01% 848
2024
Q4 		$365K Buy
9,856
+18
+0.2% +$654 0.01% 751
2024
Q3 		$337K Hold
9,838
– – 0.01% 700
2024
Q2 		$327K Buy
9,838
+2,108
+27% +$70.3K 0.02% 481
2024
Q1 		$266K Buy
+7,730
New +$260K 0.04% 325

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return