AC
ARTY

AlphaCore Capital’s iShares Future AI & Tech ETF ARTY Stock Holding History

AlphaCore Capital’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 		$270K Sell
3,543
-260
-7% -$17.2K 0.01% 963
2026
Q1 		$177K Buy
3,803
+200
+6% +$10K ﹤0.01% 860
2025
Q4 		$174K Buy
+3,603
New +$174K ﹤0.01% 1018
2025
Q3 		– Sell
-2,162
Closed -$88.6K – 1135
2025
Q2 		$88.6K Hold
2,162
– – ﹤0.01% 723
2025
Q1 		$68K Buy
+2,162
New +$80.2K 0.01% 560

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

AlphaCore Capital's ARTY Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Future AI & Tech ETF (ARTY) stake by 6.8% in Q2 2026, selling an estimated $17.2K and leaving 3,543 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #963.

AlphaCore Capital first reported a position in ARTY in Q1 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • AlphaCore Capital held 3,543 shares of iShares Future AI & Tech ETF worth $270K as of Q2 2026.
  • AlphaCore Capital sold 260 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Future AI & Tech ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #963 holding.
  • AlphaCore Capital first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.