AIM
ARTY

Advyzon Investment Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Advyzon Investment 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
2026
Q2 		$455K Sell
5,970
-511
-8% -$33.9K 0.03% 508
2026
Q1 		$302K Buy
6,481
+77
+1% +$3.86K 0.03% 530
2025
Q4 		$309K Buy
+6,404
New +$309K 0.04% 437
2025
Q1 		– Sell
-6,690
Closed -$248K – 311
2024
Q4 		$248K Buy
+6,690
New +$243K 0.1% 192

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advyzon Investment Management's ARTY Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 7.9% in Q2 2026, selling an estimated $33.9K and leaving 5,970 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #508.

Advyzon Investment Management first reported a position in ARTY in Q4 2024 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Advyzon Investment Management held 5,970 shares of iShares Future AI & Tech ETF worth $455K as of Q2 2026.
  • Advyzon Investment Management sold 511 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $33.9K.
  • iShares Future AI & Tech ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #508 holding.
  • Advyzon Investment Management first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.