AWM
ARTY

Avior Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Avior Wealth Management’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 		$1.03M Buy
13,510
+5,630
+71% +$373K 0.03% 357
2026
Q1 		$367K Buy
+7,880
New +$395K 0.01% 621
2024
Q1 		– Sell
-1,112
Closed -$38.4K – 3876
2023
Q4 		$38.4K Hold
1,112
– – ﹤0.01% 779
2023
Q3 		$34K Sell
1,112
-90
-7% -$2.9K ﹤0.01% 846
2023
Q2 		$39.7K Hold
1,202
– – ﹤0.01% 814
2023
Q1 		$37.7K Buy
1,202
+865
+257% +$25.5K ﹤0.01% 837
2022
Q4 		$8.6K Buy
337
+1
+0.3% +$25 ﹤0.01% 875
2022
Q3 		$8K Hold
336
– – ﹤0.01% 888
2022
Q2 		$8K Buy
336
+1
+0.3% +$29 ﹤0.01% 809
2022
Q1 		$11K Hold
335
– – ﹤0.01% 824
2021
Q4 		$13K Buy
335
+5
+2% +$219 ﹤0.01% 779
2021
Q3 		$14K Sell
330
-1
-0.3% -$44 ﹤0.01% 732
2021
Q2 		$14K Hold
331
– – ﹤0.01% 704
2021
Q1 		$14K Buy
331
+87
+36% +$3.92K ﹤0.01% 716
2020
Q4 		$9K Buy
+244
New +$8.87K ﹤0.01% 733

Other funds holding ARTY

CI
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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM

Avior Wealth Management's ARTY Position: Q2 2026 in Review

Avior Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 71% in Q2 2026, buying an estimated $373K and bringing the position to 13,510 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #357.

Avior Wealth Management first reported a position in ARTY in Q4 2020 and has held it in 15 quarters since. 64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Avior Wealth Management held 13,510 shares of iShares Future AI & Tech ETF worth $1.03M as of Q2 2026.
  • Avior Wealth Management bought 5,630 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $373K.
  • iShares Future AI & Tech ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Avior Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 15 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.