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

Downshift Financial’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 Q3	$783	Buy	+10	New	+$728	﹤0.01%	551

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Downshift Financial's ARTY Position: Q3 2026 in Review

Downshift Financial opened a new position in iShares Future AI & Tech ETF (ARTY) in Q3 2026: 10 shares worth $783. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

88 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Downshift Financial held 10 shares of iShares Future AI & Tech ETF worth $783 as of Q3 2026.
iShares Future AI & Tech ETF was a new Downshift Financial position in Q3 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #551 holding.
88 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.