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Dynamic Advisor Solutions’s iShares Future AI & Tech ETF ARTY Stock Holding History

Dynamic Advisor Solutions’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 		$393K Sell
5,015
-88
-2% -$6.41K 0.01% 733
2026
Q2 		$389K Buy
+5,103
New +$338K 0.01% 765
2025
Q1 		– Sell
-51,894
Closed -$1.92M – 889
2024
Q4 		$1.92M Buy
+51,894
New +$1.89M 0.08% 213

Other funds holding ARTY

CI
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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Dynamic Advisor Solutions's ARTY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.7% in Q3 2026, selling an estimated $6.41K and leaving 5,015 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #733.

Dynamic Advisor Solutions first reported a position in ARTY in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2024. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Dynamic Advisor Solutions held 5,015 shares of iShares Future AI & Tech ETF worth $393K as of Q3 2026.
  • Dynamic Advisor Solutions sold 88 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $6.41K.
  • iShares Future AI & Tech ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #733 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's iShares Future AI & Tech ETF position peaked at $1.92M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.