CIAS
ARTY

Capital Investment Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Capital Investment Advisory Services’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 		$81.3K Hold
1,067
– – 0.01% 853
2026
Q1 		$49.6K Buy
1,067
+250
+31% +$12.5K ﹤0.01% 865
2025
Q4 		$39.4K Hold
817
– – ﹤0.01% 870
2025
Q3 		$37.4K Hold
817
– – ﹤0.01% 820
2025
Q2 		$33.5K Hold
817
– – ﹤0.01% 806
2025
Q1 		$25.7K Hold
817
– – ﹤0.01% 790
2024
Q4 		$30.3K Sell
817
-50
-6% -$1.82K ﹤0.01% 714
2024
Q3 		$29.7K Hold
867
– – ﹤0.01% 757
2024
Q2 		$28.8K Hold
867
– – ﹤0.01% 728
2024
Q1 		$29.8K Hold
867
– – ﹤0.01% 721
2023
Q4 		$29.9K Buy
867
+400
+86% +$12.7K ﹤0.01% 731
2023
Q3 		$14.3K Hold
467
– – ﹤0.01% 758
2023
Q2 		$15.4K Buy
467
+17
+4% +$522 ﹤0.01% 713
2023
Q1 		$14.1K Hold
450
– – ﹤0.01% 708
2022
Q4 		$11.5K Hold
450
– – ﹤0.01% 738
2022
Q3 		$11K Hold
450
– – ﹤0.01% 693
2022
Q2 		$12K Hold
450
– – ﹤0.01% 704
2022
Q1 		$15K Hold
450
– – ﹤0.01% 717
2021
Q4 		$19K Hold
450
– – ﹤0.01% 678
2021
Q3 		$19K Hold
450
– – ﹤0.01% 639
2021
Q2 		$20K Hold
450
– – ﹤0.01% 666
2021
Q1 		$19K Buy
+450
New +$20.3K ﹤0.01% 617

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

Capital Investment Advisory Services's ARTY Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 1,067 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #853.

Capital Investment Advisory Services first reported a position in ARTY in Q1 2021 and has held it in 22 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Capital Investment Advisory Services held 1,067 shares of iShares Future AI & Tech ETF worth $81.3K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #853 holding.
  • Capital Investment Advisory Services first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.