Corient Private Wealth
ARTY

Corient Private Wealth’s iShares Future AI & Tech ETF ARTY Stock Holding History

Corient Private Wealth’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 		$1.07M Buy
14,095
+910
+7% +$60.3K ﹤0.01% 1767
2026
Q1 		$613K Sell
13,185
-3,024
-19% -$152K ﹤0.01% 1920
2025
Q4 		$781K Buy
16,209
+646
+4% +$31.1K ﹤0.01% 1628
2025
Q3 		$713K Sell
15,563
-205
-1% -$8.81K ﹤0.01% 1598
2025
Q2 		$647K Sell
15,768
-2,318
-13% -$81.1K ﹤0.01% 1570
2025
Q1 		$569K Buy
18,086
+515
+3% +$19.1K ﹤0.01% 1540
2024
Q4 		$651K Sell
17,571
-8,187
-32% -$297K ﹤0.01% 1487
2024
Q3 		$882K Sell
25,758
-1,482
-5% -$49.2K ﹤0.01% 1463
2024
Q2 		$904K Buy
27,240
+10,446
+62% +$348K ﹤0.01% 1363
2024
Q1 		$577K Sell
16,794
-154
-0.9% -$5.18K ﹤0.01% 1562
2023
Q4 		$585K Buy
+16,948
New +$537K ﹤0.01% 1533

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

Corient Private Wealth's ARTY Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Future AI & Tech ETF (ARTY) stake by 6.9% in Q2 2026, buying an estimated $60.3K and bringing the position to 14,095 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Corient Private Wealth 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.

  • Corient Private Wealth held 14,095 shares of iShares Future AI & Tech ETF worth $1.07M as of Q2 2026.
  • Corient Private Wealth bought 910 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $60.3K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1767 holding.
  • Corient Private Wealth 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.