Creative Financial Designs’s iShares Future AI & Tech ETF ARTY Stock Holding History

Creative Financial Designs’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	$129K	Buy	1,690 +1	+0.1%	+$66	0.01%	728
2026 Q1	$78.6K	Sell	1,689 -203	-11%	-$10.2K	﹤0.01%	746
2025 Q4	$91.2K	Hold	1,892	–	–	0.01%	682
2025 Q3	$86.6K	Hold	1,892	–	–	0.01%	681
2025 Q2	$77.6K	Sell	1,892 -203	-10%	-$7.1K	0.01%	735
2025 Q1	$65.9K	Hold	2,095	–	–	0.01%	738
2024 Q4	$77.7K	Buy	2,095 +2	+0.1%	+$73	0.01%	662
2024 Q3	$71.7K	Sell	2,093 -2,596	-55%	-$86.2K	0.01%	677
2024 Q2	$156K	Sell	4,689 -1,731	-27%	-$57.7K	0.01%	485
2024 Q1	$221K	Sell	6,420 -43	-0.7%	-$1.45K	0.02%	397
2023 Q4	$223K	Buy	6,463 +1,024	+19%	+$32.4K	0.02%	368
2023 Q3	$166K	Buy	5,439 +1,229	+29%	+$39.7K	0.02%	374
2023 Q2	$139K	Buy	4,210 +1,180	+39%	+$36.2K	0.02%	414
2023 Q1	$95.1K	Buy	+3,030	New	+$89.5K	0.01%	470

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

Creative Financial Designs's ARTY Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Future AI & Tech ETF (ARTY) stake by 0.06% in Q2 2026, buying an estimated $66 and bringing the position to 1,690 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #728.

Creative Financial Designs first reported a position in ARTY in Q1 2023 and has held it in 14 quarters since. The position peaked at $223K in Q4 2023. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Creative Financial Designs held 1,690 shares of iShares Future AI & Tech ETF worth $129K as of Q2 2026.
Creative Financial Designs bought 1 iShares Future AI & Tech ETF share in Q2 2026, an estimated $66.
iShares Future AI & Tech ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #728 holding.
Creative Financial Designs first reported a position in iShares Future AI & Tech ETF in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's iShares Future AI & Tech ETF position peaked at $223K in Q4 2023.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.