Cascade Investment Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cascade Investment Group’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	$2.62M	Sell	34,459 -88	-0.3%	-$5.83K	1.47%	10
2026 Q1	$1.61M	Buy	34,547 +2,040	+6%	+$102K	1.06%	24
2025 Q4	$1.57M	Buy	32,507 +2,825	+10%	+$136K	1.05%	22
2025 Q3	$1.36M	Buy	29,682 +780	+3%	+$33.5K	0.9%	28
2025 Q2	$1.18M	Buy	28,902 +250	+0.9%	+$8.74K	0.83%	33
2025 Q1	$901K	Sell	28,652 -825	-3%	-$30.6K	0.69%	41
2024 Q4	$1.09M	Sell	29,477 -500	-2%	-$18.2K	0.78%	37
2024 Q3	$1.03M	Sell	29,977 -1,100	-4%	-$36.5K	0.75%	40
2024 Q2	$1.03M	Buy	31,077 +1,622	+6%	+$54.1K	0.81%	35
2024 Q1	$1.01M	Buy	29,455 +14,595	+98%	+$491K	0.76%	37
2023 Q4	$513K	Buy	+14,860	New	+$471K	0.41%	60

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cascade Investment Group's ARTY Position: Q2 2026 in Review

Cascade Investment Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 0.25% in Q2 2026, selling an estimated $5.83K and leaving 34,459 shares worth $2.62M. The position accounts for 1.47% of the portfolio, ranked #10.

Cascade Investment Group first reported a position in ARTY in Q4 2023 and has held it in 11 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Cascade Investment Group held 34,459 shares of iShares Future AI & Tech ETF worth $2.62M as of Q2 2026.
Cascade Investment Group sold 88 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $5.83K.
iShares Future AI & Tech ETF made up 1.47% of Cascade Investment Group's portfolio in Q2 2026, its #10 holding.
Cascade Investment Group first reported a position in iShares Future AI & Tech ETF in Q4 2023 and has held it in 11 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.