Glassman Wealth Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Glassman Wealth Services’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	$169K	Hold	2,224	–	–	0.02%	82
2026 Q1	$103K	Hold	2,224	–	–	0.01%	95
2025 Q4	$107K	Hold	2,224	–	–	0.01%	96
2025 Q3	$102K	Hold	2,224	–	–	0.01%	93
2025 Q2	$91.2K	Hold	2,224	–	–	0.01%	94
2025 Q1	$69.9K	Hold	2,224	–	–	0.01%	99
2024 Q4	$82.4K	Sell	2,224 -891	-29%	-$32.4K	0.01%	93
2024 Q3	$107K	Hold	3,115	–	–	0.02%	87
2024 Q2	$103K	Hold	3,115	–	–	0.02%	93
2024 Q1	$107K	Buy	3,115 +2,224	+250%	+$74.8K	0.02%	88
2023 Q4	$30.7K	Hold	891	–	–	﹤0.01%	583
2023 Q3	$27.2K	Hold	891	–	–	﹤0.01%	582
2023 Q2	$29.4K	Hold	891	–	–	﹤0.01%	536
2023 Q1	$28K	Hold	891	–	–	﹤0.01%	548
2022 Q4	$22.7K	Hold	891	–	–	﹤0.01%	632
2022 Q3	$21K	Hold	891	–	–	﹤0.01%	607
2022 Q2	$24K	Hold	891	–	–	﹤0.01%	583
2022 Q1	$31K	Hold	891	–	–	0.01%	519
2021 Q4	$37K	Sell	891 -1,000	-53%	-$43.8K	0.01%	446
2021 Q3	$80K	Sell	1,891 -2,449	-56%	-$107K	0.02%	273
2021 Q2	$195K	Hold	4,340	–	–	0.04%	141
2021 Q1	$187K	Hold	4,340	–	–	0.04%	147
2020 Q4	$173K	Hold	4,340	–	–	0.04%	156
2020 Q3	$142K	Hold	4,340	–	–	0.04%	153
2020 Q2	$128K	Hold	4,340	–	–	0.04%	148
2020 Q1	$97K	Hold	4,340	–	–	0.04%	166
2019 Q4	$117K	Hold	4,340	–	–	0.04%	167
2019 Q3	$106K	Hold	4,340	–	–	0.04%	156
2019 Q2	$108K	Hold	4,340	–	–	0.04%	159
2019 Q1	$107K	Buy	+4,340	New	+$101K	0.05%	158

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Glassman Wealth Services's ARTY Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 2,224 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #82.

Glassman Wealth Services first reported a position in ARTY in Q1 2019 and has held it in 30 quarters since. The position peaked at $195K in Q2 2021. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Glassman Wealth Services held 2,224 shares of iShares Future AI & Tech ETF worth $169K as of Q2 2026.
Glassman Wealth Services left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up 0.02% of Glassman Wealth Services's portfolio in Q2 2026, its #82 holding.
Glassman Wealth Services first reported a position in iShares Future AI & Tech ETF in Q1 2019 and has held it in 30 quarters since.
Glassman Wealth Services's iShares Future AI & Tech ETF position peaked at $195K in Q2 2021.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.