AssetMark Inc’s iShares Future AI & Tech ETF ARTY Stock Holding History

AssetMark Inc’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	$350K	Buy	4,473 +838	+23%	+$61K	﹤0.01%	1318
2026 Q2	$277K	Sell	3,635 -1,369	-27%	-$90.7K	﹤0.01%	1356
2026 Q1	$233K	Sell	5,004 -626,405	-99%	-$31.4M	﹤0.01%	1317
2025 Q4	$30.4M	Buy	631,409 +590,228	+1,433%	+$28.4M	0.06%	245
2025 Q3	$1.89M	Sell	41,181 -3,566	-8%	-$153K	﹤0.01%	825
2025 Q2	$1.83M	Buy	44,747 +18,934	+73%	+$662K	﹤0.01%	786
2025 Q1	$812K	Buy	25,813 +25,053	+3,296%	+$929K	﹤0.01%	898
2024 Q4	$28.2K	Buy	+760	New	+$27.6K	﹤0.01%	1573
2021 Q2	–	Sell	-10	Closed	–	–	1570
2021 Q1	$0	Buy	+10	New	+$451	﹤0.01%	1563

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

AssetMark Inc's ARTY Position: Q3 2026 in Review

AssetMark Inc increased its iShares Future AI & Tech ETF (ARTY) stake by 23% in Q3 2026, buying an estimated $61K and bringing the position to 4,473 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

AssetMark Inc first reported a position in ARTY in Q1 2021 and has held it in 9 quarters since. The position peaked at $30.4M in Q4 2025. 241 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

AssetMark Inc held 4,473 shares of iShares Future AI & Tech ETF worth $350K as of Q3 2026.
AssetMark Inc bought 838 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $61K.
iShares Future AI & Tech ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1318 holding.
AssetMark Inc first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 9 quarters since.
AssetMark Inc's iShares Future AI & Tech ETF position peaked at $30.4M in Q4 2025.
241 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.