Creative Planning
ARTY

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

Creative Planning’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
Q1 		$4.42M Buy
95,088
+6,602
+7% +$331K ﹤0.01% 1300
2025
Q4 		$4.26M Buy
88,486
+5,081
+6% +$245K ﹤0.01% 1120
2025
Q3 		$3.82M Buy
83,405
+15,517
+23% +$667K ﹤0.01% 1040
2025
Q2 		$2.78M Buy
67,888
+209
+0.3% +$7.31K ﹤0.01% 1084
2025
Q1 		$2.13M Sell
67,679
-2,237
-3% -$82.9K ﹤0.01% 1132
2024
Q4 		$2.59M Buy
69,916
+18,979
+37% +$690K ﹤0.01% 979
2024
Q3 		$1.74M Buy
50,937
+178
+0.4% +$5.91K ﹤0.01% 1152
2024
Q2 		$1.68M Sell
50,759
-1,922
-4% -$64.1K ﹤0.01% 1081
2024
Q1 		$1.81M Buy
52,681
+5,301
+11% +$178K ﹤0.01% 1009
2023
Q4 		$1.63M Buy
47,380
+5,480
+13% +$174K ﹤0.01% 995
2023
Q3 		$1.28M Buy
41,900
+17,336
+71% +$560K ﹤0.01% 1052
2023
Q2 		$812K Buy
24,564
+5,877
+31% +$180K ﹤0.01% 1245
2023
Q1 		$586K Sell
18,687
-451
-2% -$13.3K ﹤0.01% 1368
2022
Q4 		$489K Buy
19,138
+3,578
+23% +$90K ﹤0.01% 1443
2022
Q3 		$371K Sell
15,560
-425
-3% -$11.6K ﹤0.01% 1521
2022
Q2 		$422K Buy
15,985
+70
+0.4% +$2.04K ﹤0.01% 1410
2022
Q1 		$547K Buy
15,915
+50
+0.3% +$1.78K ﹤0.01% 1278
2021
Q4 		$656K Buy
15,865
+504
+3% +$22.1K ﹤0.01% 1160
2021
Q3 		$651K Buy
15,361
+1,012
+7% +$44.3K ﹤0.01% 1156
2021
Q2 		$644K Buy
14,349
+611
+4% +$26.4K ﹤0.01% 1138
2021
Q1 		$593K Buy
13,738
+1,413
+11% +$63.8K ﹤0.01% 1313
2020
Q4 		$491K Buy
12,325
+1,639
+15% +$59.6K ﹤0.01% 1324
2020
Q3 		$350K Buy
10,686
+654
+7% +$21K ﹤0.01% 1325
2020
Q2 		$297K Buy
+10,032
New +$265K ﹤0.01% 1311
2020
Q1 		– Sell
-7,537
Closed -$203K – 2117
2019
Q4 		$203K Buy
+7,537
New +$192K ﹤0.01% 1631

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's ARTY Position: Q1 2026 in Review

Creative Planning increased its iShares Future AI & Tech ETF (ARTY) stake by 7.5% in Q1 2026, buying an estimated $331K and bringing the position to 95,088 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Creative Planning first reported a position in ARTY in Q4 2019 and has held it in 25 quarters since. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Creative Planning held 95,088 shares of iShares Future AI & Tech ETF worth $4.42M as of Q1 2026.
  • Creative Planning bought 6,602 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $331K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1300 holding.
  • Creative Planning first reported a position in iShares Future AI & Tech ETF in Q4 2019 and has held it in 25 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.