CI
ARTY

CX Institutional’s iShares Future AI & Tech ETF ARTY Stock Holding History

CX Institutional’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 		$8.58M Sell
112,651
-2,689
-2% -$178K 0.25% 96
2026
Q1 		$5.37M Buy
115,340
+93,846
+437% +$4.71M 0.16% 154
2025
Q4 		$1.04M Buy
21,494
+4,308
+25% +$208K 0.03% 283
2025
Q3 		$787K Buy
17,186
+261
+2% +$11.2K 0.02% 336
2025
Q2 		$694K Buy
16,925
+6,250
+59% +$219K 0.02% 316
2025
Q1 		$336K Buy
10,675
+2,759
+35% +$102K 0.01% 458
2024
Q4 		$293K Buy
+7,916
New +$288K 0.01% 451

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

CX Institutional's ARTY Position: Q2 2026 in Review

CX Institutional reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.3% in Q2 2026, selling an estimated $178K and leaving 112,651 shares worth $8.58M. The position accounts for 0.25% of the portfolio, ranked #96.

CX Institutional first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • CX Institutional held 112,651 shares of iShares Future AI & Tech ETF worth $8.58M as of Q2 2026.
  • CX Institutional sold 2,689 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $178K.
  • iShares Future AI & Tech ETF made up 0.25% of CX Institutional's portfolio in Q2 2026, its #96 holding.
  • CX Institutional first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.