ADL
ARTY

Asset Dedication LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Asset Dedication LLC’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 		$7.62K Hold
100
– – ﹤0.01% 828
2026
Q1 		$4.65K Hold
100
– – ﹤0.01% 873
2025
Q4 		$4.82K Hold
100
– – ﹤0.01% 903
2025
Q3 		$4.58K Hold
100
– – ﹤0.01% 919
2025
Q2 		$4.1K Hold
100
– – ﹤0.01% 957
2025
Q1 		$3.15K Hold
100
– – ﹤0.01% 919
2024
Q4 		$3.71K Hold
100
– – ﹤0.01% 906
2024
Q3 		$3.42K Hold
100
– – ﹤0.01% 962
2024
Q2 		$3.32K Buy
+100
New +$3.33K ﹤0.01% 1007
2024
Q1 		– Sell
-100
Closed -$3K – 1060
2023
Q4 		$3K Sell
100
-145
-59% -$4.59K ﹤0.01% 886
2023
Q3 		$7K Buy
245
+100
+69% +$3.23K ﹤0.01% 746
2023
Q2 		$5K Buy
+145
New +$4.45K ﹤0.01% 787

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

Asset Dedication LLC's ARTY Position: Q2 2026 in Review

Asset Dedication LLC held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 100 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Asset Dedication LLC first reported a position in ARTY in Q2 2023 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Asset Dedication LLC held 100 shares of iShares Future AI & Tech ETF worth $7.62K as of Q2 2026.
  • Asset Dedication LLC left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #828 holding.
  • Asset Dedication LLC first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.