CFP
ARTY

Cascade Financial Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cascade Financial Partners’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 		$305K Buy
+4,000
New +$265K 0.03% 225
2026
Q1 		– Sell
-4,200
Closed -$202K – 288
2025
Q4 		$202K Buy
+4,200
New +$202K 0.02% 260

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

Cascade Financial Partners's ARTY Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 4,000 shares worth $305K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in ARTY as recently as Q4 2025.

Cascade Financial Partners first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Cascade Financial Partners held 4,000 shares of iShares Future AI & Tech ETF worth $305K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Cascade Financial Partners position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #225 holding.
  • Cascade Financial Partners first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.