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Atwood & Palmer’s iShares Future AI & Tech ETF ARTY Stock Holding History

Atwood & Palmer’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 		$79 Hold
1
– – ﹤0.01% 485
2026
Q2 		$77 Buy
+1
New +$66 ﹤0.01% 488

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Atwood & Palmer's ARTY Position: Q3 2026 in Review

Atwood & Palmer held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 1 share worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Atwood & Palmer first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Atwood & Palmer held 1 share of iShares Future AI & Tech ETF worth $79 as of Q3 2026.
  • Atwood & Palmer left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #485 holding.
  • Atwood & Palmer first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.