Falcon Wealth Planning’s iShares Future AI & Tech ETF ARTY Stock Holding History

Falcon Wealth Planning’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	$220K	Buy	+2,885	New	+$191K	0.01%	233

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Falcon Wealth Planning's ARTY Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 2,885 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Falcon Wealth Planning held 2,885 shares of iShares Future AI & Tech ETF worth $220K as of Q2 2026.
iShares Future AI & Tech ETF was a new Falcon Wealth Planning position in Q2 2026.
iShares Future AI & Tech ETF made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #233 holding.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.