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Central Valley Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Central Valley Advisors’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 		$343K Sell
4,374
-5,155
-54% -$375K 0.09% 125
2026
Q2 		$726K Buy
9,529
+101
+1% +$6.69K 0.19% 87
2026
Q1 		$439K Buy
+9,428
New +$473K 0.12% 121

Other funds holding ARTY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Central Valley Advisors's ARTY Position: Q3 2026 in Review

Central Valley Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 54% in Q3 2026, selling an estimated $375K and leaving 4,374 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #125.

Central Valley Advisors first reported a position in ARTY in Q1 2026 and has held it in 3 quarters since. The position peaked at $726K in Q2 2026. 294 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Central Valley Advisors held 4,374 shares of iShares Future AI & Tech ETF worth $343K as of Q3 2026.
  • Central Valley Advisors sold 5,155 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $375K.
  • iShares Future AI & Tech ETF made up 0.09% of Central Valley Advisors's portfolio in Q3 2026, its #125 holding.
  • Central Valley Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • Central Valley Advisors's iShares Future AI & Tech ETF position peaked at $726K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.