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Forvis Mazars Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Forvis Mazars Wealth Advisors’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 		$500K Buy
6,390
+2,595
+68% +$189K 0.01% 296
2026
Q2 		$289K Buy
+3,795
New +$252K ﹤0.01% 379

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

Forvis Mazars Wealth Advisors's ARTY Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 68% in Q3 2026, buying an estimated $189K and bringing the position to 6,390 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #296.

Forvis Mazars Wealth Advisors first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 6,390 shares of iShares Future AI & Tech ETF worth $500K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 2,595 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $189K.
  • iShares Future AI & Tech ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #296 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.