Bank of Montreal
ARTY

Bank of Montreal’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bank of Montreal’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 		$398K Buy
5,226
+1,625
+45% +$108K ﹤0.01% 2595
2026
Q1 		$168K Buy
3,601
+418
+13% +$21K ﹤0.01% 2994
2025
Q4 		$153K Buy
3,183
+314
+11% +$15.1K ﹤0.01% 2924
2025
Q3 		$131K Buy
2,869
+645
+29% +$27.7K ﹤0.01% 2896
2025
Q2 		$91.2K Buy
2,224
+100
+5% +$3.5K ﹤0.01% 3005
2025
Q1 		$66.8K Sell
2,124
-9
-0.4% -$334 ﹤0.01% 3010
2024
Q4 		$79.1K Hold
2,133
– – ﹤0.01% 3007
2024
Q3 		$73.1K Sell
2,133
-535
-20% -$17.8K ﹤0.01% 3326
2024
Q2 		$91.4K Sell
2,668
-43
-2% -$1.43K ﹤0.01% 3264
2024
Q1 		$93.3K Sell
2,711
-16,348
-86% -$550K ﹤0.01% 3299
2023
Q4 		$666K Buy
19,059
+16,460
+633% +$521K ﹤0.01% 2315
2023
Q3 		$81.8K Buy
2,599
+534
+26% +$17.2K ﹤0.01% 3329
2023
Q2 		$69.3K Sell
2,065
-448
-18% -$13.8K ﹤0.01% 3537
2023
Q1 		$78.9K Hold
2,513
– – ﹤0.01% 3288
2022
Q4 		$69.5K Buy
2,513
+200
+9% +$5.03K ﹤0.01% 3458
2022
Q3 		$61 Hold
2,313
– – ﹤0.01% 3579
2022
Q2 		$65 Sell
2,313
-1,500
-39% -$43.8K ﹤0.01% 3568
2022
Q1 		$137K Buy
3,813
+1,100
+41% +$39.3K ﹤0.01% 3579
2021
Q4 		$114K Buy
2,713
+100
+4% +$4.38K ﹤0.01% 3094
2021
Q3 		$117K Sell
2,613
-107
-4% -$4.68K ﹤0.01% 3422
2021
Q2 		$123K Buy
2,720
+1,165
+75% +$50.3K ﹤0.01% 3304
2021
Q1 		$70K Hold
1,555
– – ﹤0.01% 3561
2020
Q4 		$66K Buy
1,555
+655
+73% +$23.8K ﹤0.01% 3808
2020
Q3 		$30K Hold
900
– – ﹤0.01% 3644
2020
Q2 		$28K Buy
900
+201
+29% +$5.31K ﹤0.01% 3706
2020
Q1 		$15K Sell
699
-593
-46% -$15.4K ﹤0.01% 3359
2019
Q4 		$35K Buy
1,292
+195
+18% +$4.98K ﹤0.01% 4021
2019
Q3 		$27K Buy
+1,097
New +$27.1K ﹤0.01% 3927

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal's ARTY Position: Q2 2026 in Review

Bank of Montreal increased its iShares Future AI & Tech ETF (ARTY) stake by 45% in Q2 2026, buying an estimated $108K and bringing the position to 5,226 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Bank of Montreal first reported a position in ARTY in Q3 2019 and has held it in 28 quarters since. The position peaked at $666K in Q4 2023. 369 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Bank of Montreal held 5,226 shares of iShares Future AI & Tech ETF worth $398K as of Q2 2026.
  • Bank of Montreal bought 1,625 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $108K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2595 holding.
  • Bank of Montreal first reported a position in iShares Future AI & Tech ETF in Q3 2019 and has held it in 28 quarters since.
  • Bank of Montreal's iShares Future AI & Tech ETF position peaked at $666K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.