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Ishares Tr robotics artif shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr robotics artif (ARTY) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr robotics artif

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All positions including Ishares Tr robotics artif held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr robotics artif by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 1.0k 45.77
2025-06-30 $148k 3.6k 41.00
2025-03-31 $113k 3.6k 31.45
2024-12-31 $133k 3.6k 37.07

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Ishares Tr robotics artif

Ameriprise Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Hancock Prospecting Pty
Wharton Business Group
LPL Financial
UBS Group
TD Waterhouse Canada
Advisor Group Holdings
Raymond James Financial
Jones Financial Companies, L.L
Stratos Wealth Partners
HighTower Advisors
Private Advisor
Royal Bank of Canada

View all funds holding Ishares Tr robotics artif