GFG
ARTY

Goldstone Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Goldstone Financial Group’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 		$2.11M Sell
27,670
-3,338
-11% -$221K 0.19% 85
2026
Q1 		$1.44M Sell
31,008
-1,532
-5% -$76.9K 0.16% 95
2025
Q4 		$1.57M Buy
32,540
+6,844
+27% +$330K 0.17% 82
2025
Q3 		$1.18M Buy
25,696
+5,538
+27% +$238K 0.14% 95
2025
Q2 		$833K Buy
20,158
+3,072
+18% +$107K 0.11% 114
2025
Q1 		$537K Buy
17,086
+7,147
+72% +$265K 0.08% 129
2024
Q4 		$368K Buy
+9,939
New +$361K 0.06% 153

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

Goldstone Financial Group's ARTY Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 11% in Q2 2026, selling an estimated $221K and leaving 27,670 shares worth $2.11M. The position accounts for 0.19% of the portfolio, ranked #85.

Goldstone Financial Group first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Goldstone Financial Group held 27,670 shares of iShares Future AI & Tech ETF worth $2.11M as of Q2 2026.
  • Goldstone Financial Group sold 3,338 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $221K.
  • iShares Future AI & Tech ETF made up 0.19% of Goldstone Financial Group's portfolio in Q2 2026, its #85 holding.
  • Goldstone Financial Group first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.