CW
ARTY

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

Curio 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 		– Sell
-10
Closed -$465 – 1214
2026
Q1 		$465 Hold
10
– – ﹤0.01% 517
2025
Q4 		$485 Buy
+10
New +$482 ﹤0.01% 400
2025
Q3 		– Sell
-10
Closed -$410 – 391
2025
Q2 		$410 Buy
10
+9
+900% +$315 ﹤0.01% 313
2025
Q1 		$371 Buy
+1
New +$37 ﹤0.01% 348

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

Curio Wealth's ARTY Position: Q2 2026 in Review

Curio Wealth sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 10 shares — an estimated $465 sold.

Curio Wealth first reported a position in ARTY in Q1 2025 and held it in 4 quarters. The position peaked at $485 in Q4 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Curio Wealth reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 10 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $465.
  • Curio Wealth first reported a position in iShares Future AI & Tech ETF in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's iShares Future AI & Tech ETF position peaked at $485 in Q4 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.