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

Crewe 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	$236K	Hold	3,093	–	–	0.02%	215
2026 Q1	$144K	Hold	3,093	–	–	0.01%	240
2025 Q4	$149K	Hold	3,093	–	–	0.01%	237
2025 Q3	$142K	Hold	3,093	–	–	0.01%	246
2025 Q2	$127K	Hold	3,093	–	–	0.02%	196
2025 Q1	$97.3K	Hold	3,093	–	–	0.01%	204
2024 Q4	$115K	Hold	3,093	–	–	0.02%	192
2024 Q3	$106K	Hold	3,093	–	–	0.01%	223
2024 Q2	$103K	Hold	3,093	–	–	0.01%	264
2024 Q1	$106K	Buy	3,093 +2,932	+1,821%	+$98.6K	0.01%	265
2023 Q4	$5.55K	Hold	161	–	–	﹤0.01%	247
2023 Q3	$4.92K	Hold	161	–	–	﹤0.01%	288
2023 Q2	$5.32K	Hold	161	–	–	﹤0.01%	453
2023 Q1	$5.05K	Buy	+161	New	+$4.75K	﹤0.01%	635

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

Crewe Advisors's ARTY Position: Q2 2026 in Review

Crewe Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 3,093 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #215.

Crewe Advisors first reported a position in ARTY in Q1 2023 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Crewe Advisors held 3,093 shares of iShares Future AI & Tech ETF worth $236K as of Q2 2026.
Crewe Advisors left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #215 holding.
Crewe Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2023 and has held it in 14 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.