Arkadios Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Arkadios Wealth 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 Q2	$2.5M	Buy	32,810 +578	+2%	+$38.3K	0.04%	458
2026 Q1	$1.5M	Buy	32,232 +337	+1%	+$16.9K	0.02%	631
2025 Q4	$1.54M	Sell	31,895 -12,422	-28%	-$599K	0.03%	539
2025 Q3	$2.03M	Sell	44,317 -543	-1%	-$23.3K	0.05%	397
2025 Q2	$1.84M	Sell	44,860 -199,033	-82%	-$6.96M	0.05%	372
2025 Q1	$7.67M	Buy	243,893 +29,909	+14%	+$1.11M	0.29%	70
2024 Q4	$7.93M	Buy	+213,984	New	+$7.78M	0.43%	47
2021 Q4	–	Sell	-135	Closed	-$5K	–	1831
2021 Q3	$5K	Hold	135	–	–	﹤0.01%	1623
2021 Q2	$6K	Hold	135	–	–	﹤0.01%	1696
2021 Q1	$5K	Sell	135 -150	-53%	-$6.77K	﹤0.01%	1385
2020 Q4	$11K	Buy	+285	New	+$10.4K	﹤0.01%	939

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arkadios Wealth Advisors's ARTY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 1.8% in Q2 2026, buying an estimated $38.3K and bringing the position to 32,810 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #458.

Arkadios Wealth Advisors first reported a position in ARTY in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.93M in Q4 2024. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Arkadios Wealth Advisors held 32,810 shares of iShares Future AI & Tech ETF worth $2.5M as of Q2 2026.
Arkadios Wealth Advisors bought 578 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $38.3K.
iShares Future AI & Tech ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #458 holding.
Arkadios Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 11 quarters since.
Arkadios Wealth Advisors's iShares Future AI & Tech ETF position peaked at $7.93M in Q4 2024.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.