GVAG
ARTY

Great Valley Advisor Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Great Valley Advisor 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 		$3.08M Sell
40,465
-8,248
-17% -$547K 0.05% 311
2026
Q1 		$2.27M Sell
48,713
-1,140
-2% -$57.2K 0.04% 349
2025
Q4 		$2.4M Sell
49,853
-224
-0.4% -$10.8K 0.05% 304
2025
Q3 		$2.29M Buy
50,077
+41,486
+483% +$1.78M 0.05% 307
2025
Q2 		$352K Buy
+8,591
New +$300K 0.01% 703

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

Great Valley Advisor Group's ARTY Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 17% in Q2 2026, selling an estimated $547K and leaving 40,465 shares worth $3.08M. The position accounts for 0.05% of the portfolio, ranked #311.

Great Valley Advisor Group first reported a position in ARTY in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Great Valley Advisor Group held 40,465 shares of iShares Future AI & Tech ETF worth $3.08M as of Q2 2026.
  • Great Valley Advisor Group sold 8,248 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $547K.
  • iShares Future AI & Tech ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #311 holding.
  • Great Valley Advisor Group first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.