Compass Financial Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Compass Financial Management’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	$25K	Buy	+328	New	+$21.7K	﹤0.01%	844

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's ARTY Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 328 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

376 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Compass Financial Management held 328 shares of iShares Future AI & Tech ETF worth $25K as of Q2 2026.
iShares Future AI & Tech ETF was a new Compass Financial Management position in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #844 holding.
376 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.