CVA
ARTY

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
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Central Valley Advisors's ARTY Position: Q2 2026 in Review

Central Valley Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 1.1% in Q2 2026, buying an estimated $6.69K and bringing the position to 9,529 shares worth $726K. The position accounts for 0.19% of the portfolio, ranked #87.

Central Valley Advisors first reported a position in ARTY in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Central Valley Advisors held 9,529 shares of iShares Future AI & Tech ETF worth $726K as of Q2 2026.
  • Central Valley Advisors bought 101 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $6.69K.
  • iShares Future AI & Tech ETF made up 0.19% of Central Valley Advisors's portfolio in Q2 2026, its #87 holding.
  • Central Valley Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.