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

Clearstead 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	$917	Hold	12	–	–	﹤0.01%	2725
2026 Q1	$560	Hold	12	–	–	﹤0.01%	2111
2025 Q4	$580	Hold	12	–	–	﹤0.01%	2296
2025 Q3	$551	Hold	12	–	–	﹤0.01%	2723
2025 Q2	$493	Hold	12	–	–	﹤0.01%	2491
2025 Q1	$379	Hold	12	–	–	﹤0.01%	2092
2024 Q4	$446	Hold	12	–	–	﹤0.01%	1989
2024 Q3	$411	Hold	12	–	–	﹤0.01%	1969
2024 Q2	$399	Buy	+12	New	+$400	﹤0.01%	1949
2021 Q4	–	Sell	-1,801	Closed	-$76K	–	1452
2021 Q3	$76K	Buy	+1,801	New	+$78.8K	0.01%	540

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Advisors's ARTY Position: Q2 2026 in Review

Clearstead Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 12 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Clearstead Advisors first reported a position in ARTY in Q3 2021 and has held it in 10 quarters since. The position peaked at $76K in Q3 2021. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Clearstead Advisors held 12 shares of iShares Future AI & Tech ETF worth $917 as of Q2 2026.
Clearstead Advisors left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2725 holding.
Clearstead Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2021 and has held it in 10 quarters since.
Clearstead Advisors's iShares Future AI & Tech ETF position peaked at $76K in Q3 2021.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.