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

Antonelli Financial Advisors’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
Q3 		$910K Sell
11,622
-7,073
-38% -$515K 0.66% 25
2026
Q2 		$1.42M Sell
18,695
-2,586
-12% -$171K 0.98% 20
2026
Q1 		$990K Buy
+21,281
New +$1.07M 0.68% 25

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Antonelli Financial Advisors's ARTY Position: Q3 2026 in Review

Antonelli Financial Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 38% in Q3 2026, selling an estimated $515K and leaving 11,622 shares worth $910K. The position accounts for 0.66% of the portfolio, ranked #25.

Antonelli Financial Advisors first reported a position in ARTY in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.42M in Q2 2026. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Antonelli Financial Advisors held 11,622 shares of iShares Future AI & Tech ETF worth $910K as of Q3 2026.
  • Antonelli Financial Advisors sold 7,073 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $515K.
  • iShares Future AI & Tech ETF made up 0.66% of Antonelli Financial Advisors's portfolio in Q3 2026, its #25 holding.
  • Antonelli Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • Antonelli Financial Advisors's iShares Future AI & Tech ETF position peaked at $1.42M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Antonelli Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.