Family Office Research’s iShares Future AI & Tech ETF ARTY Stock Holding History

Family Office Research’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	$777K	Buy	10,196 +2	+0%	+$133	0.29%	37
2026 Q1	$474K	Buy	10,194 +1	+0%	+$50	0.21%	48
2025 Q4	$496K	Sell	10,193 -163	-2%	-$7.86K	0.2%	50
2025 Q3	$474K	Hold	10,356	–	–	0.21%	48
2025 Q2	$425K	Hold	10,356	–	–	0.2%	46
2025 Q1	$326K	Sell	10,356 -133	-1%	-$4.93K	0.16%	51
2024 Q4	$389K	Buy	+10,489	New	+$381K	0.17%	49

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

Family Office Research's ARTY Position: Q2 2026 in Review

Family Office Research increased its iShares Future AI & Tech ETF (ARTY) stake by 0.02% in Q2 2026, buying an estimated $133 and bringing the position to 10,196 shares worth $777K. The position accounts for 0.29% of the portfolio, ranked #37.

Family Office Research first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Family Office Research held 10,196 shares of iShares Future AI & Tech ETF worth $777K as of Q2 2026.
Family Office Research bought 2 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $133.
iShares Future AI & Tech ETF made up 0.29% of Family Office Research's portfolio in Q2 2026, its #37 holding.
Family Office Research first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.