GWSA
ARTY

Global Wealth Strategies & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-156
Closed -$7.26K – 517
2026
Q1 		$7.26K Hold
156
– – ﹤0.01% 337
2025
Q4 		$7.52K Hold
156
– – ﹤0.01% 336
2025
Q3 		$7.14K Hold
156
– – ﹤0.01% 315
2025
Q2 		$6.4K Hold
156
– – ﹤0.01% 249
2025
Q1 		$4.91K Hold
156
– – ﹤0.01% 319
2024
Q4 		$5.78K Hold
156
– – ﹤0.01% 257
2024
Q3 		$5.34K Hold
156
– – ﹤0.01% 237
2024
Q2 		$5.18K Hold
156
– – ﹤0.01% 221
2024
Q1 		$5.36K Hold
156
– – ﹤0.01% 222
2023
Q4 		$5.38K Hold
156
– – ﹤0.01% 204
2023
Q3 		$4.76K Buy
+156
New +$5.04K ﹤0.01% 207

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 Wealth Strategies & Associates's ARTY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 156 shares — an estimated $7.26K sold.

Global Wealth Strategies & Associates first reported a position in ARTY in Q3 2023 and held it in 11 quarters. The position peaked at $7.52K in Q4 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 156 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $7.26K.
  • Global Wealth Strategies & Associates first reported a position in iShares Future AI & Tech ETF in Q3 2023 and held it in 11 quarters.
  • Global Wealth Strategies & Associates's iShares Future AI & Tech ETF position peaked at $7.52K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.