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

Atlas Private 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 Q1	$265K	Sell	5,696 -4,512	-44%	-$226K	0.06%	115
2025 Q4	$492K	Hold	10,208	–	–	0.11%	83
2025 Q3	$467K	Sell	10,208 -9,732	-49%	-$418K	0.11%	85
2025 Q2	$818K	Hold	19,940	–	–	0.11%	94
2025 Q1	$627K	Hold	19,940	–	–	0.09%	98
2024 Q4	$739K	Hold	19,940	–	–	0.1%	85
2024 Q3	$683K	Hold	19,940	–	–	0.1%	84
2024 Q2	$662K	Buy	19,940 +9,970	+100%	+$333K	0.11%	81
2024 Q1	$342K	Buy	+9,970	New	+$335K	0.11%	79

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlas Private Wealth Advisors's ARTY Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 44% in Q1 2026, selling an estimated $226K and leaving 5,696 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #115.

Atlas Private Wealth Advisors first reported a position in ARTY in Q1 2024 and has held it in 9 quarters since. The position peaked at $818K in Q2 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

Atlas Private Wealth Advisors held 5,696 shares of iShares Future AI & Tech ETF worth $265K as of Q1 2026.
Atlas Private Wealth Advisors sold 4,512 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $226K.
iShares Future AI & Tech ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #115 holding.
Atlas Private Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 9 quarters since.
Atlas Private Wealth Advisors's iShares Future AI & Tech ETF position peaked at $818K in Q2 2025.
321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.