BAM
ARTY

Bellevue Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bellevue Asset 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
Q1 		$4.65K Hold
100
– – ﹤0.01% 327
2025
Q4 		$4.82K Hold
100
– – ﹤0.01% 345
2025
Q3 		$4.58K Buy
+100
New +$4.3K ﹤0.01% 354

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bellevue Asset Management's ARTY Position: Q1 2026 in Review

Bellevue Asset Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 100 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Bellevue Asset Management first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.82K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Bellevue Asset Management held 100 shares of iShares Future AI & Tech ETF worth $4.65K as of Q1 2026.
  • Bellevue Asset Management left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q1 2026, its #327 holding.
  • Bellevue Asset Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Bellevue Asset Management's iShares Future AI & Tech ETF position peaked at $4.82K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.