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

Ehrlich Financial Group’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	$272K	Hold	3,472	–	–	0.14%	99
2026 Q2	$264K	Buy	+3,472	New	+$230K	0.14%	103
2026 Q1	–	Sell	-10,669	Closed	-$514K	–	130
2025 Q4	$514K	Buy	10,669 +1,165	+12%	+$56.2K	0.29%	70
2025 Q3	$435K	Buy	9,504 +3,008	+46%	+$129K	0.26%	72
2025 Q2	$266K	Buy	+6,496	New	+$227K	0.17%	88

Other funds holding ARTY

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

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

Ehrlich Financial Group's ARTY Position: Q3 2026 in Review

Ehrlich Financial Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 3,472 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #99.

Ehrlich Financial Group first reported a position in ARTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 173 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Ehrlich Financial Group held 3,472 shares of iShares Future AI & Tech ETF worth $272K as of Q3 2026.
Ehrlich Financial Group left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
iShares Future AI & Tech ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q3 2026, its #99 holding.
Ehrlich Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 5 quarters since.
Ehrlich Financial Group's iShares Future AI & Tech ETF position peaked at $514K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.