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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
Q3 		$862K Buy
11,000
+34
+0.3% +$2.48K 0.1% 128
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Fiduciary Financial Group's ARTY Position: Q3 2026 in Review

Fiduciary Financial Group increased its iShares Future AI & Tech ETF (ARTY) stake by 0.31% in Q3 2026, buying an estimated $2.48K and bringing the position to 11,000 shares worth $862K. The position accounts for 0.1% of the portfolio, ranked #128.

Fiduciary Financial Group first reported a position in ARTY in Q2 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Fiduciary Financial Group held 11,000 shares of iShares Future AI & Tech ETF worth $862K as of Q3 2026.
  • Fiduciary Financial Group bought 34 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $2.48K.
  • iShares Future AI & Tech ETF made up 0.1% of Fiduciary Financial Group's portfolio in Q3 2026, its #128 holding.
  • Fiduciary Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.