GRP
ARTY

Global Retirement Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Global Retirement 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 		$1M Buy
+13,154
New +$872K 0.02% 752
2025
Q4 		$441K Buy
9,144
+1,349
+17% +$65K 0.01% 1017
2025
Q3 		$357K Buy
7,795
+1,653
+27% +$71K 0.01% 900
2025
Q2 		$252K Buy
+6,142
New +$215K 0.01% 979
2024
Q4 		$99.4K Buy
2,681
+351
+15% +$12.8K ﹤0.01% 1272
2024
Q3 		$79.8K Buy
2,330
+200
+9% +$6.64K ﹤0.01% 1342
2024
Q2 		$70.7K Buy
2,130
+150
+8% +$5K ﹤0.01% 1354
2024
Q1 		$68K Buy
1,980
+20
+1% +$673 ﹤0.01% 1259
2023
Q4 		$64.1K Buy
1,960
+500
+34% +$15.8K ﹤0.01% 1251
2023
Q3 		$43.9K Buy
+1,460
New +$47.1K ﹤0.01% 1337
2020
Q2 		– Sell
-8
Closed – – 1744
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1701
2019
Q4 		$0 Buy
+8
New +$204 ﹤0.01% 1718

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

Global Retirement Partners's ARTY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 13,154 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #752 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ARTY as recently as Q4 2025.

Global Retirement Partners first reported a position in ARTY in Q4 2019 and has held it in 12 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Global Retirement Partners held 13,154 shares of iShares Future AI & Tech ETF worth $1M as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #752 holding.
  • Global Retirement Partners first reported a position in iShares Future AI & Tech ETF in Q4 2019 and has held it in 12 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.