CFFP
ARTY

Center for Financial Planning’s iShares Future AI & Tech ETF ARTY Stock Holding History

Center for Financial Planning’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 		$905K Buy
11,882
+4,972
+72% +$330K 0.08% 79
2026
Q1 		$322K Hold
6,910
– – 0.03% 136
2025
Q4 		$333K Buy
6,910
+2,051
+42% +$98.9K 0.03% 130
2025
Q3 		$222K Buy
4,859
+1,637
+51% +$70.3K 0.02% 163
2025
Q2 		$132K Buy
3,222
+2,168
+206% +$75.8K 0.02% 192
2025
Q1 		$33.1K Buy
1,054
+25
+2% +$927 ﹤0.01% 330
2024
Q4 		$38.1K Hold
1,029
– – 0.01% 295
2024
Q3 		$35.2K Hold
1,029
– – ﹤0.01% 289
2024
Q2 		$34.2K Hold
1,029
– – ﹤0.01% 279
2024
Q1 		$35.3K Hold
1,029
– – 0.01% 280
2023
Q4 		$35.5K Hold
1,029
– – 0.01% 258
2023
Q3 		$31.4K Buy
+1,029
New +$33.2K 0.01% 258

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

Center for Financial Planning's ARTY Position: Q2 2026 in Review

Center for Financial Planning increased its iShares Future AI & Tech ETF (ARTY) stake by 72% in Q2 2026, buying an estimated $330K and bringing the position to 11,882 shares worth $905K. The position accounts for 0.08% of the portfolio, ranked #79.

Center for Financial Planning first reported a position in ARTY in Q3 2023 and has held it in 12 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Center for Financial Planning held 11,882 shares of iShares Future AI & Tech ETF worth $905K as of Q2 2026.
  • Center for Financial Planning bought 4,972 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $330K.
  • iShares Future AI & Tech ETF made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #79 holding.
  • Center for Financial Planning first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.