Berbice Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Berbice Capital 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 Q3	$1.09M	Buy	13,898 +100	+0.7%	+$7.28K	0.54%	30
2026 Q2	$1.05M	Buy	13,798 +5,544	+67%	+$367K	0.54%	31
2026 Q1	$384K	Buy	8,254 +1,100	+15%	+$55.2K	0.25%	38
2025 Q4	$345K	Hold	7,154	–	–	0.21%	41
2025 Q3	$328K	Sell	7,154 -2,200	-24%	-$94.5K	0.2%	45
2025 Q2	$384K	Buy	+9,354	New	+$327K	0.27%	37

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Berbice Capital Management's ARTY Position: Q3 2026 in Review

Berbice Capital Management increased its iShares Future AI & Tech ETF (ARTY) stake by 0.72% in Q3 2026, buying an estimated $7.28K and bringing the position to 13,898 shares worth $1.09M. The position accounts for 0.54% of the portfolio, ranked #30.

Berbice Capital Management first reported a position in ARTY in Q2 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Berbice Capital Management held 13,898 shares of iShares Future AI & Tech ETF worth $1.09M as of Q3 2026.
Berbice Capital Management bought 100 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $7.28K.
iShares Future AI & Tech ETF made up 0.54% of Berbice Capital Management's portfolio in Q3 2026, its #30 holding.
Berbice Capital Management first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.