Barrett & Company’s iShares Future AI & Tech ETF ARTY Stock Holding History

Barrett & Company’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	$11.4K	Hold	150	–	–	﹤0.01%	485
2026 Q1	$6.98K	Hold	150	–	–	﹤0.01%	493
2025 Q4	$7.23K	Hold	150	–	–	﹤0.01%	495
2025 Q3	$6.87K	Hold	150	–	–	﹤0.01%	502
2025 Q2	$6.15K	Hold	150	–	–	﹤0.01%	515
2025 Q1	$4.72K	Hold	150	–	–	﹤0.01%	498
2024 Q4	$5.56K	Hold	150	–	–	﹤0.01%	483
2024 Q3	$5.14K	Hold	150	–	–	﹤0.01%	485
2024 Q2	$4.98K	Hold	150	–	–	﹤0.01%	488
2024 Q1	$5.15K	Hold	150	–	–	﹤0.01%	486
2023 Q4	$5.17K	Hold	150	–	–	﹤0.01%	470
2023 Q3	$4.58K	Hold	150	–	–	﹤0.01%	487
2023 Q2	$4.96K	Buy	+150	New	+$4.61K	﹤0.01%	469

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Barrett & Company's ARTY Position: Q2 2026 in Review

Barrett & Company held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 150 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Barrett & Company first reported a position in ARTY in Q2 2023 and has held it in 13 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Barrett & Company held 150 shares of iShares Future AI & Tech ETF worth $11.4K as of Q2 2026.
Barrett & Company left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #485 holding.
Barrett & Company first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 13 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.