FFG
ARTY

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

Fiduciary 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 		$835K Sell
10,966
-472
-4% -$31.3K 0.09% 133
2026
Q1 		$532K Sell
11,438
-71
-0.6% -$3.56K 0.07% 165
2025
Q4 		$555K Sell
11,509
-155
-1% -$7.47K 0.08% 152
2025
Q3 		$534K Sell
11,664
-671
-5% -$28.8K 0.08% 142
2025
Q2 		$499K Buy
12,335
+2,202
+22% +$77K 0.09% 138
2025
Q1 		$303K Buy
10,133
+160
+2% +$5.93K 0.07% 189
2024
Q4 		$377K Sell
9,973
-2,932
-23% -$107K 0.08% 147
2024
Q3 		$451K Buy
12,905
+83
+0.6% +$2.76K 0.1% 117
2024
Q2 		$448K Buy
+12,822
New +$428K 0.11% 110

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

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

Fiduciary Financial Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 4.1% in Q2 2026, selling an estimated $31.3K and leaving 10,966 shares worth $835K. The position accounts for 0.09% of the portfolio, ranked #133.

Fiduciary Financial Group first reported a position in ARTY in Q2 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Fiduciary Financial Group held 10,966 shares of iShares Future AI & Tech ETF worth $835K as of Q2 2026.
  • Fiduciary Financial Group sold 472 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $31.3K.
  • iShares Future AI & Tech ETF made up 0.09% of Fiduciary Financial Group's portfolio in Q2 2026, its #133 holding.
  • Fiduciary Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 9 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.