EWS
ARTY

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

Eagle Wealth Strategies’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 		$258K Buy
+3,381
New +$224K 0.1% 95
2024
Q4 		– Sell
-7,792
Closed -$267K – 115
2024
Q3 		$267K Sell
7,792
-3,299
-30% -$110K 0.19% 88
2024
Q2 		$368K Buy
11,091
+139
+1% +$4.64K 0.3% 54
2024
Q1 		$376K Buy
10,952
+400
+4% +$13.5K 0.31% 54
2023
Q4 		$364K Buy
+10,552
New +$334K 0.22% 56

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM

Eagle Wealth Strategies's ARTY Position: Q2 2026 in Review

Eagle Wealth Strategies opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,381 shares worth $258K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings. This is a return to the name: Eagle Wealth Strategies previously reported a position in ARTY as recently as Q3 2024.

Eagle Wealth Strategies first reported a position in ARTY in Q4 2023 and has held it in 5 quarters since. The position peaked at $376K in Q1 2024. 64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Eagle Wealth Strategies held 3,381 shares of iShares Future AI & Tech ETF worth $258K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Eagle Wealth Strategies position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.1% of Eagle Wealth Strategies's portfolio in Q2 2026, its #95 holding.
  • Eagle Wealth Strategies first reported a position in iShares Future AI & Tech ETF in Q4 2023 and has held it in 5 quarters since.
  • Eagle Wealth Strategies's iShares Future AI & Tech ETF position peaked at $376K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.