GJIA
ARTY

Glass Jacobson Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Glass Jacobson Investment 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
Q2 		$930K Sell
12,208
-342
-3% -$22.7K 0.29% 89
2026
Q1 		$584K Buy
12,550
+79
+0.6% +$3.96K 0.2% 108
2025
Q4 		$601K Sell
12,471
-2,561
-17% -$123K 0.22% 102
2025
Q3 		$688K Buy
15,032
+665
+5% +$28.6K 0.25% 99
2025
Q2 		$589K Buy
14,367
+1,706
+13% +$59.7K 0.23% 102
2025
Q1 		$469K Hold
12,661
– – 0.15% 147
2024
Q4 		$469K Buy
12,661
+716
+6% +$26K 0.15% 147
2024
Q3 		$409K Buy
11,945
+687
+6% +$22.8K 0.14% 161
2024
Q2 		$374K Buy
11,258
+1,080
+11% +$36K 0.14% 164
2024
Q1 		$350K Buy
10,178
+3,598
+55% +$121K 0.13% 165
2023
Q4 		$227K Buy
6,580
+863
+15% +$27.3K 0.09% 186
2023
Q3 		$175K Buy
5,717
+785
+16% +$25.3K 0.08% 216
2023
Q2 		$163K Buy
+4,932
New +$151K 0.07% 212
2022
Q4 		$112K Buy
+4,405
New +$111K 0.06% 255

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

Glass Jacobson Investment Advisors's ARTY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.7% in Q2 2026, selling an estimated $22.7K and leaving 12,208 shares worth $930K. The position accounts for 0.29% of the portfolio, ranked #89.

Glass Jacobson Investment Advisors first reported a position in ARTY in Q4 2022 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Glass Jacobson Investment Advisors held 12,208 shares of iShares Future AI & Tech ETF worth $930K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 342 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $22.7K.
  • iShares Future AI & Tech ETF made up 0.29% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2022 and has held it in 14 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.