BCM
ARTY

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HP
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
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

Berbice Capital Management's ARTY Position: Q2 2026 in Review

Berbice Capital Management increased its iShares Future AI & Tech ETF (ARTY) stake by 67% in Q2 2026, buying an estimated $367K and bringing the position to 13,798 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #31.

Berbice Capital Management first reported a position in ARTY in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Berbice Capital Management held 13,798 shares of iShares Future AI & Tech ETF worth $1.05M as of Q2 2026.
  • Berbice Capital Management bought 5,544 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $367K.
  • iShares Future AI & Tech ETF made up 0.54% of Berbice Capital Management's portfolio in Q2 2026, its #31 holding.
  • Berbice Capital Management first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.