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

Clearwater Capital 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	$579K	Buy	7,598 +2,163	+40%	+$143K	0.04%	116
2026 Q1	$253K	Hold	5,435	–	–	0.02%	156
2025 Q4	$262K	Sell	5,435 -47	-0.9%	-$2.27K	0.02%	148
2025 Q3	$251K	Sell	5,482 -527	-9%	-$22.6K	0.02%	152
2025 Q2	$246K	Sell	6,009 -519	-8%	-$18.1K	0.02%	147
2025 Q1	$205K	Sell	6,528 -467	-7%	-$17.3K	0.02%	165
2024 Q4	$259K	Sell	6,995 -415	-6%	-$15.1K	0.03%	153
2024 Q3	$254K	Hold	7,410	–	–	0.02%	153
2024 Q2	$246K	Hold	7,410	–	–	0.03%	142
2024 Q1	$255K	Sell	7,410 -430	-5%	-$14.5K	0.03%	141
2023 Q4	$270K	Buy	+7,840	New	+$248K	0.03%	128
2022 Q4	–	Sell	-114,304	Closed	-$2.72M	–	173
2022 Q3	$2.72M	Buy	+114,304	New	+$3.13M	0.38%	49

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

Clearwater Capital Advisors's ARTY Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 40% in Q2 2026, buying an estimated $143K and bringing the position to 7,598 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #116.

Clearwater Capital Advisors first reported a position in ARTY in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.72M in Q3 2022. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Clearwater Capital Advisors held 7,598 shares of iShares Future AI & Tech ETF worth $579K as of Q2 2026.
Clearwater Capital Advisors bought 2,163 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $143K.
iShares Future AI & Tech ETF made up 0.04% of Clearwater Capital Advisors's portfolio in Q2 2026, its #116 holding.
Clearwater Capital Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2022 and has held it in 12 quarters since.
Clearwater Capital Advisors's iShares Future AI & Tech ETF position peaked at $2.72M in Q3 2022.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

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