AIM
ARTY

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

Anchor 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
Q1 		$3.49K Hold
75
– – ﹤0.01% 936
2025
Q4 		$3.61K Hold
75
– – ﹤0.01% 924
2025
Q3 		$3.43K Hold
75
– – ﹤0.01% 935
2025
Q2 		$3.08K Buy
+75
New +$2.62K ﹤0.01% 926

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anchor Investment Management's ARTY Position: Q1 2026 in Review

Anchor Investment Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 75 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Anchor Investment Management first reported a position in ARTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.61K in Q4 2025. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Anchor Investment Management held 75 shares of iShares Future AI & Tech ETF worth $3.49K as of Q1 2026.
  • Anchor Investment Management left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #936 holding.
  • Anchor Investment Management first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • Anchor Investment Management's iShares Future AI & Tech ETF position peaked at $3.61K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.