GWP
ARTY

Gen-Wealth Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Gen-Wealth Partners’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 		$745K Buy
9,784
+8,367
+590% +$555K 0.21% 105
2026
Q1 		$65.9K Buy
1,417
+300
+27% +$15.1K 0.02% 370
2025
Q4 		$53.8K Buy
1,117
+338
+43% +$16.3K 0.02% 382
2025
Q3 		$35.7K Buy
779
+265
+52% +$11.4K 0.01% 419
2025
Q2 		$21.1K Sell
514
-823
-62% -$28.8K 0.01% 413
2025
Q1 		$42K Sell
1,337
-150
-10% -$5.56K 0.02% 349
2024
Q4 		$55.1K Buy
1,487
+1,192
+404% +$43.3K 0.02% 358
2024
Q3 		$10.2K Buy
295
+150
+103% +$4.98K ﹤0.01% 493
2024
Q2 		$4.81K Hold
145
– – ﹤0.01% 521
2024
Q1 		$4.98K Buy
+145
New +$4.88K ﹤0.01% 500

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

Gen-Wealth Partners's ARTY Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares Future AI & Tech ETF (ARTY) stake by 590% in Q2 2026, buying an estimated $555K and bringing the position to 9,784 shares worth $745K. The position accounts for 0.21% of the portfolio, ranked #105.

Gen-Wealth Partners first reported a position in ARTY in Q1 2024 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Gen-Wealth Partners held 9,784 shares of iShares Future AI & Tech ETF worth $745K as of Q2 2026.
  • Gen-Wealth Partners bought 8,367 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $555K.
  • iShares Future AI & Tech ETF made up 0.21% of Gen-Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Gen-Wealth Partners first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.