Carson Wealth (CWM LLC)
ARTY

Carson Wealth (CWM LLC)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.82M Sell
39,014
-17,500
-31% -$878K ﹤0.01% 1242
2025
Q4 		$2.72M Buy
56,514
+21,909
+63% +$1.06M 0.01% 1024
2025
Q3 		$1.58M Buy
34,605
+1,626
+5% +$69.9K ﹤0.01% 1193
2025
Q2 		$1.35M Buy
32,979
+1,226
+4% +$42.9K ﹤0.01% 1115
2025
Q1 		$999K Buy
31,753
+4,785
+18% +$177K ﹤0.01% 1127
2024
Q4 		$1M Buy
26,968
+17
+0.1% +$618 ﹤0.01% 1086
2024
Q3 		$923K Sell
26,951
-27
-0.1% -$896 ﹤0.01% 1083
2024
Q2 		$895K Sell
26,978
-224
-0.8% -$7.47K ﹤0.01% 949
2024
Q1 		$934K Sell
27,202
-547
-2% -$18.4K ﹤0.01% 888
2023
Q4 		$957K Buy
27,749
+5,158
+23% +$163K 0.01% 823
2023
Q3 		$690K Buy
22,591
+14,425
+177% +$466K ﹤0.01% 877
2023
Q2 		$270K Buy
8,166
+5,657
+225% +$174K ﹤0.01% 1153
2023
Q1 		$79K Buy
+2,509
New +$74.1K ﹤0.01% 1617
2022
Q1 		– Sell
-90
Closed -$4K – 3919
2021
Q4 		$4K Buy
+90
New +$3.94K ﹤0.01% 2902
2021
Q2 		$4K Hold
90
– – ﹤0.01% 2484
2021
Q1 		$4K Hold
90
– – ﹤0.01% 2484
2020
Q4 		$4K Hold
90
– – ﹤0.01% 2482
2020
Q3 		$4K Hold
90
– – ﹤0.01% 2482
2020
Q2 		$4K Hold
90
– – ﹤0.01% 2482
2020
Q1 		$4K Hold
90
– – ﹤0.01% 2482
2019
Q4 		$4K Hold
90
– – ﹤0.01% 2480
2019
Q3 		$4K Hold
90
– – ﹤0.01% 2480
2019
Q2 		$4K Hold
90
– – ﹤0.01% 2479
2019
Q1 		$4K Buy
+90
New +$2.1K ﹤0.01% 2475

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Future AI & Tech ETF (ARTY) stake by 31% in Q1 2026, selling an estimated $878K and leaving 39,014 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Carson Wealth (CWM LLC) first reported a position in ARTY in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.72M in Q4 2025. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,014 shares of iShares Future AI & Tech ETF worth $1.82M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,500 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $878K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1242 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Future AI & Tech ETF in Q1 2019 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Future AI & Tech ETF position peaked at $2.72M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.