GIA
ARTY

Gladstone Institutional Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

Gladstone Institutional Advisory’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 		$1.35M Buy
17,777
+9,831
+124% +$652K 0.04% 359
2026
Q1 		$370K Buy
7,946
+608
+8% +$30.5K 0.01% 608
2025
Q4 		$354K Buy
+7,338
New +$354K 0.01% 588

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

Gladstone Institutional Advisory's ARTY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Future AI & Tech ETF (ARTY) stake by 124% in Q2 2026, buying an estimated $652K and bringing the position to 17,777 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #359.

Gladstone Institutional Advisory first reported a position in ARTY in Q4 2025 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Gladstone Institutional Advisory held 17,777 shares of iShares Future AI & Tech ETF worth $1.35M as of Q2 2026.
  • Gladstone Institutional Advisory bought 9,831 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $652K.
  • iShares Future AI & Tech ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #359 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.