EFG
ARTY

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
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

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
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 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
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
ACM
Ardent Capital Management Cincinnati, Ohio $241M AUM 23.63% 1-Year Est. Return

Ehrlich Financial Group's ARTY Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,472 shares worth $264K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings. This is a return to the name: Ehrlich Financial Group previously reported a position in ARTY as recently as Q4 2025.

Ehrlich Financial Group first reported a position in ARTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $514K in Q4 2025. 134 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Ehrlich Financial Group held 3,472 shares of iShares Future AI & Tech ETF worth $264K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Ehrlich Financial Group position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q2 2026, its #103 holding.
  • Ehrlich Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • Ehrlich Financial Group's iShares Future AI & Tech ETF position peaked at $514K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.