CAPTRUST Financial Advisors
ARTY

CAPTRUST Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

CAPTRUST Financial Advisors’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 		$15.5M Sell
204,000
-46,150
-18% -$3.06M 0.02% 456
2026
Q1 		$11.6M Buy
250,150
+53,277
+27% +$2.67M 0.02% 501
2025
Q4 		$9.49M Buy
196,873
+55,101
+39% +$2.66M 0.02% 496
2025
Q3 		$6.49M Buy
141,772
+125,799
+788% +$5.41M 0.01% 567
2025
Q2 		$655K Buy
+15,973
New +$559K ﹤0.01% 1567
2022
Q3 		– Sell
-477
Closed -$13K – 4154
2022
Q2 		$13K Sell
477
-2
-0.4% -$58 ﹤0.01% 3623
2022
Q1 		$16K Buy
479
+225
+89% +$8.03K ﹤0.01% 3545
2021
Q4 		$11K Sell
254
-382
-60% -$16.7K ﹤0.01% 3669
2021
Q3 		$27K Hold
636
– – ﹤0.01% 2975
2021
Q2 		$29K Hold
636
– – ﹤0.01% 2868
2021
Q1 		$27K Buy
636
+466
+274% +$21K ﹤0.01% 2821
2020
Q4 		$7K Hold
170
– – ﹤0.01% 2722
2020
Q3 		$6K Hold
170
– – ﹤0.01% 2488
2020
Q2 		$5K Buy
+170
New +$4.49K ﹤0.01% 2406
2019
Q4 		– Sell
-45
Closed -$1K – 1850
2019
Q3 		$1K Hold
45
– – ﹤0.01% 1889
2019
Q2 		$1K Hold
45
– – ﹤0.01% 1885
2019
Q1 		$1K Buy
+45
New +$1.05K ﹤0.01% 1770

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

CAPTRUST Financial Advisors's ARTY Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 18% in Q2 2026, selling an estimated $3.06M and leaving 204,000 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #456.

CAPTRUST Financial Advisors first reported a position in ARTY in Q1 2019 and has held it in 17 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • CAPTRUST Financial Advisors held 204,000 shares of iShares Future AI & Tech ETF worth $15.5M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 46,150 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $3.06M.
  • iShares Future AI & Tech ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #456 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2019 and has held it in 17 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.