AF
ARTY

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

Allworth Financial’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 		$224K Sell
2,935
-133
-4% -$8.81K ﹤0.01% 1421
2026
Q1 		$143K Hold
3,068
– – ﹤0.01% 1606
2025
Q4 		$148K Buy
3,068
+313
+11% +$15.1K ﹤0.01% 1508
2025
Q3 		$126K Buy
2,755
+468
+20% +$20.1K ﹤0.01% 1544
2025
Q2 		$93.8K Buy
2,287
+369
+19% +$12.9K ﹤0.01% 1581
2025
Q1 		$61.3K Buy
1,918
+930
+94% +$34.5K ﹤0.01% 1460
2024
Q4 		$40K Buy
988
+137
+16% +$4.98K ﹤0.01% 1693
2024
Q3 		$29.1K Sell
851
-298
-26% -$9.89K ﹤0.01% 1676
2024
Q2 		$38.3K Buy
1,149
+299
+35% +$9.97K ﹤0.01% 1498
2024
Q1 		$29.2K Buy
850
+304
+56% +$10.2K ﹤0.01% 1551
2023
Q4 		$18.8K Hold
546
– – ﹤0.01% 1684
2023
Q3 		$16.7K Hold
546
– – ﹤0.01% 1640
2023
Q2 		$18K Hold
546
– – ﹤0.01% 1601
2023
Q1 		$17.1K Hold
546
– – ﹤0.01% 1551
2022
Q4 		$13.9K Hold
546
– – ﹤0.01% 1562
2022
Q3 		$13K Hold
546
– – ﹤0.01% 1511
2022
Q2 		$14K Hold
546
– – ﹤0.01% 1421
2022
Q1 		$19K Hold
546
– – ﹤0.01% 1290
2021
Q4 		$23K Sell
546
-38
-7% -$1.66K ﹤0.01% 1075
2021
Q3 		$25K Buy
584
+38
+7% +$1.66K ﹤0.01% 964
2021
Q2 		$25K Hold
546
– – ﹤0.01% 796
2021
Q1 		$24K Hold
546
– – ﹤0.01% 747
2020
Q4 		$22K Hold
546
– – ﹤0.01% 658
2020
Q3 		$18K Hold
546
– – ﹤0.01% 595
2020
Q2 		$16K Hold
546
– – ﹤0.01% 635
2020
Q1 		$12K Hold
546
– – ﹤0.01% 673
2019
Q4 		$15K Buy
+546
New +$13.9K ﹤0.01% 580

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

Allworth Financial's ARTY Position: Q2 2026 in Review

Allworth Financial reduced its iShares Future AI & Tech ETF (ARTY) stake by 4.3% in Q2 2026, selling an estimated $8.81K and leaving 2,935 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Allworth Financial first reported a position in ARTY in Q4 2019 and has held it in 27 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Allworth Financial held 2,935 shares of iShares Future AI & Tech ETF worth $224K as of Q2 2026.
  • Allworth Financial sold 133 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $8.81K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1421 holding.
  • Allworth Financial first reported a position in iShares Future AI & Tech ETF in Q4 2019 and has held it in 27 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.