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GEM Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

GEM Asset Management’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 		– Sell
-4,017
Closed -$306K – 122
2026
Q2 		$306K Buy
+4,017
New +$266K 0.12% 89
2026
Q1 		– Sell
-4,015
Closed -$202K – 112
2025
Q4 		$202K Buy
+4,015
New +$194K 0.09% 103

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

GEM Asset Management's ARTY Position: Q3 2026 in Review

GEM Asset Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2026, closing a stake of 4,017 shares — an estimated $306K sold.

GEM Asset Management first reported a position in ARTY in Q4 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2026. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • GEM Asset Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2026 after selling out during the quarter.
  • GEM Asset Management sold 4,017 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $306K.
  • GEM Asset Management first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 2 quarters.
  • GEM Asset Management's iShares Future AI & Tech ETF position peaked at $306K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.