GWM
ARTY icon

Gilpin Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Gilpin Wealth 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 		$1.72K Hold
22
– – ﹤0.01% 621
2026
Q2 		$1.68K Hold
22
– – ﹤0.01% 448
2026
Q1 		$1.02K Hold
22
– – ﹤0.01% 475
2025
Q4 		$1.06K Buy
+22
New +$1.06K ﹤0.01% 414

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

Gilpin Wealth Management's ARTY Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 22 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Gilpin Wealth Management first reported a position in ARTY in Q4 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Gilpin Wealth Management held 22 shares of iShares Future AI & Tech ETF worth $1.72K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #621 holding.
  • Gilpin Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.