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

Bartlett & Co 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	$76.2K	Hold	1,000	–	–	﹤0.01%	667
2026 Q1	$63.5K	Hold	1,000	–	–	﹤0.01%	640
2025 Q4	$48.2K	Hold	1,000	–	–	﹤0.01%	678
2025 Q3	$45.8K	Sell	1,000 -200	-17%	-$8.59K	﹤0.01%	684
2025 Q2	$49.2K	Hold	1,200	–	–	﹤0.01%	657
2025 Q1	$37.7K	Hold	1,200	–	–	﹤0.01%	704
2024 Q4	$44.5K	Buy	1,200 +1,000	+500%	+$36.3K	﹤0.01%	676
2024 Q3	$6.85K	Hold	200	–	–	﹤0.01%	949
2024 Q2	$6.64K	Buy	+200	New	+$6.67K	﹤0.01%	962

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

Bartlett & Co Wealth Management's ARTY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 1,000 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Bartlett & Co Wealth Management first reported a position in ARTY in Q2 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Bartlett & Co Wealth Management held 1,000 shares of iShares Future AI & Tech ETF worth $76.2K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #667 holding.
Bartlett & Co Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 9 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.