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

Concord Wealth 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	$184K	Buy	+2,419	New	+$160K	0.02%	225
2026 Q1	–	Sell	-2,419	Closed	-$117K	–	824
2025 Q4	$117K	Hold	2,419	–	–	0.02%	241
2025 Q3	$111K	Hold	2,419	–	–	0.02%	250
2025 Q2	$99.2K	Hold	2,419	–	–	0.01%	268
2025 Q1	$76.1K	Hold	2,419	–	–	0.01%	272
2024 Q4	$89.7K	Hold	2,419	–	–	0.01%	261
2024 Q3	$82.8K	Hold	2,419	–	–	0.01%	274
2024 Q2	$80.3K	Hold	2,419	–	–	0.01%	260
2024 Q1	$83.1K	Hold	2,419	–	–	0.02%	287
2023 Q4	$83.5K	Hold	2,419	–	–	0.02%	295
2023 Q3	$73.9K	Buy	+2,419	New	+$78.1K	0.02%	322

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

Concord Wealth Partners's ARTY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 2,419 shares worth $184K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ARTY as recently as Q4 2025.

Concord Wealth Partners first reported a position in ARTY in Q3 2023 and has held it in 11 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Concord Wealth Partners held 2,419 shares of iShares Future AI & Tech ETF worth $184K as of Q2 2026.
iShares Future AI & Tech ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Future AI & Tech ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #225 holding.
Concord Wealth Partners first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 11 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.