CIA
ARTY

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

Concurrent Investment 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 		$1.54M Buy
20,233
+4,839
+31% +$321K 0.01% 806
2026
Q1 		$716K Buy
15,394
+925
+6% +$46.4K 0.01% 1039
2025
Q4 		$697K Buy
14,469
+5,657
+64% +$273K 0.01% 998
2025
Q3 		$403K Hold
8,812
– – 0.01% 1019
2025
Q2 		$361K Sell
8,812
-118
-1% -$4.13K 0.01% 977
2025
Q1 		$281K Buy
8,930
+1,406
+19% +$52.1K 0.01% 961
2024
Q4 		$279K Sell
7,524
-3,530
-32% -$128K 0.01% 860
2024
Q3 		$378K Sell
11,054
-1
-0% -$33 0.01% 698
2024
Q2 		$367K Sell
11,055
-2,862
-21% -$95.5K 0.01% 676
2024
Q1 		$478K Buy
13,917
+824
+6% +$27.7K 0.02% 563
2023
Q4 		$452K Buy
+13,093
New +$415K 0.02% 513

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

Concurrent Investment Advisors's ARTY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 31% in Q2 2026, buying an estimated $321K and bringing the position to 20,233 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #806.

Concurrent Investment Advisors first reported a position in ARTY in Q4 2023 and has held it in 11 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Concurrent Investment Advisors held 20,233 shares of iShares Future AI & Tech ETF worth $1.54M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,839 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $321K.
  • iShares Future AI & Tech ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #806 holding.
  • Concurrent Investment Advisors first reported a position in iShares Future AI & Tech ETF in Q4 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.