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

CoreCap 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
Q3 		$47.9K Hold
611
– – ﹤0.01% 1429
2026
Q2 		$46.5K Buy
611
+40
+7% +$2.65K ﹤0.01% 1434
2026
Q1 		$26.6K Hold
571
– – ﹤0.01% 1563
2025
Q4 		$27.5K Buy
571
+218
+62% +$10.5K ﹤0.01% 1562
2025
Q3 		$16.2K Hold
353
– – ﹤0.01% 1754
2025
Q2 		$14.5K Sell
353
-135
-28% -$4.72K ﹤0.01% 1724
2025
Q1 		$15.4K Hold
488
– – ﹤0.01% 1645
2024
Q4 		$18.1K Buy
488
+135
+38% +$4.91K ﹤0.01% 1572
2024
Q3 		$12.1K Sell
353
-30
-8% -$996 ﹤0.01% 1732
2024
Q2 		$12.7K Hold
383
– – ﹤0.01% 1017
2024
Q1 		$13.2K Buy
+383
New +$12.9K ﹤0.01% 1649

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

CoreCap Advisors's ARTY Position: Q3 2026 in Review

CoreCap Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 611 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

CoreCap Advisors first reported a position in ARTY in Q1 2024 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • CoreCap Advisors held 611 shares of iShares Future AI & Tech ETF worth $47.9K as of Q3 2026.
  • CoreCap Advisors left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1429 holding.
  • CoreCap Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 11 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.