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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

AssetMark Inc's ARTY Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Future AI & Tech ETF (ARTY) stake by 27% in Q2 2026, selling an estimated $90.7K and leaving 3,635 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

AssetMark Inc first reported a position in ARTY in Q1 2021 and has held it in 8 quarters since. The position peaked at $30.4M in Q4 2025. 186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

AssetMark Inc held 3,635 shares of iShares Future AI & Tech ETF worth $277K as of Q2 2026.
AssetMark Inc sold 1,369 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $90.7K.
iShares Future AI & Tech ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1356 holding.
AssetMark Inc first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 8 quarters since.
AssetMark Inc's iShares Future AI & Tech ETF position peaked at $30.4M in Q4 2025.
186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.