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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
Q3 		$2.67M Sell
34,134
-325
-0.9% -$23.7K 1.48% 11
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cascade Investment Group's ARTY Position: Q3 2026 in Review

Cascade Investment Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 0.94% in Q3 2026, selling an estimated $23.7K and leaving 34,134 shares worth $2.67M. The position accounts for 1.48% of the portfolio, ranked #11.

Cascade Investment Group first reported a position in ARTY in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Cascade Investment Group held 34,134 shares of iShares Future AI & Tech ETF worth $2.67M as of Q3 2026.
  • Cascade Investment Group sold 325 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $23.7K.
  • iShares Future AI & Tech ETF made up 1.48% of Cascade Investment Group's portfolio in Q3 2026, its #11 holding.
  • Cascade Investment Group first reported a position in iShares Future AI & Tech ETF in Q4 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.