BWL
ARTY

Bogart Wealth LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bogart Wealth LLC’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 		$12K Hold
157
– – ﹤0.01% 944
2026
Q1 		$7.3K Hold
157
– – ﹤0.01% 968
2025
Q4 		$7.56K Buy
+157
New +$7.57K ﹤0.01% 913
2025
Q2 		– Sell
-28
Closed -$881 – 1552
2025
Q1 		$881 Hold
28
– – ﹤0.01% 1196
2024
Q4 		$1.04K Hold
28
– – ﹤0.01% 1195
2024
Q3 		$959 Hold
28
– – ﹤0.01% 1027
2024
Q2 		$929 Buy
+28
New +$934 ﹤0.01% 1008

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

Bogart Wealth LLC's ARTY Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 157 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Bogart Wealth LLC first reported a position in ARTY in Q2 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Bogart Wealth LLC held 157 shares of iShares Future AI & Tech ETF worth $12K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #944 holding.
  • Bogart Wealth LLC first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.