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

Apella 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
Q3 		$305K Hold
3,787
– – ﹤0.01% 633
2026
Q2 		$265K Sell
3,787
-28
-0.7% -$1.86K ﹤0.01% 610
2026
Q1 		$224K Buy
+3,815
New +$191K ﹤0.01% 621

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
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Apella Capital's ARTY Position: Q3 2026 in Review

Apella Capital held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 3,787 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Apella Capital first reported a position in ARTY in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Apella Capital held 3,787 shares of iShares Future AI & Tech ETF worth $305K as of Q3 2026.
  • Apella Capital left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #633 holding.
  • Apella Capital first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.