EIP
ARTY

Ellis Investment Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ellis Investment Partners’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 		$815K Buy
10,700
+203
+2% +$13.5K 0.12% 136
2026
Q1 		$488K Sell
10,497
-1,205
-10% -$60.5K 0.08% 166
2025
Q4 		$564K Buy
+11,702
New +$564K 0.1% 150
2021
Q3 		– Sell
-800
Closed -$35K – 813
2021
Q2 		$35K Buy
+800
New +$34.5K 0.01% 449

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ellis Investment Partners's ARTY Position: Q2 2026 in Review

Ellis Investment Partners increased its iShares Future AI & Tech ETF (ARTY) stake by 1.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 10,700 shares worth $815K. The position accounts for 0.12% of the portfolio, ranked #136.

Ellis Investment Partners first reported a position in ARTY in Q2 2021 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Ellis Investment Partners held 10,700 shares of iShares Future AI & Tech ETF worth $815K as of Q2 2026.
  • Ellis Investment Partners bought 203 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Future AI & Tech ETF made up 0.12% of Ellis Investment Partners's portfolio in Q2 2026, its #136 holding.
  • Ellis Investment Partners first reported a position in iShares Future AI & Tech ETF in Q2 2021 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.