Cerity Partners
ARTY

Cerity Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cerity Partners’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 		$3.31M Buy
43,464
+7,740
+22% +$513K ﹤0.01% 1302
2026
Q1 		$1.66M Buy
35,724
+6,617
+23% +$332K ﹤0.01% 1582
2025
Q4 		$1.4M Buy
29,107
+4,412
+18% +$213K ﹤0.01% 1538
2025
Q3 		$1.13M Buy
24,695
+2,277
+10% +$97.8K ﹤0.01% 1542
2025
Q2 		$919K Buy
22,418
+500
+2% +$17.5K ﹤0.01% 1555
2025
Q1 		$689K Buy
21,918
+9,334
+74% +$346K ﹤0.01% 1597
2024
Q4 		$466K Sell
12,584
-38
-0.3% -$1.38K ﹤0.01% 1804
2024
Q3 		$432K Sell
12,622
-1,078
-8% -$35.8K ﹤0.01% 1853
2024
Q2 		$455K Buy
+13,700
New +$457K ﹤0.01% 1588
2023
Q4 		– Sell
-8,213
Closed -$251K – 1901
2023
Q3 		$251K Buy
+8,213
New +$265K ﹤0.01% 1207

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

Cerity Partners's ARTY Position: Q2 2026 in Review

Cerity Partners increased its iShares Future AI & Tech ETF (ARTY) stake by 22% in Q2 2026, buying an estimated $513K and bringing the position to 43,464 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Cerity Partners first reported a position in ARTY in Q3 2023 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Cerity Partners held 43,464 shares of iShares Future AI & Tech ETF worth $3.31M as of Q2 2026.
  • Cerity Partners bought 7,740 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $513K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1302 holding.
  • Cerity Partners first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.