Guardian Asset Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Guardian Asset Advisors’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	$735K	Buy	+9,648	New	+$639K	0.34%	59

Other funds holding ARTY

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Guardian Asset Advisors's ARTY Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 9,648 shares worth $735K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

149 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Guardian Asset Advisors held 9,648 shares of iShares Future AI & Tech ETF worth $735K as of Q2 2026.
iShares Future AI & Tech ETF was a new Guardian Asset Advisors position in Q2 2026.
iShares Future AI & Tech ETF made up 0.34% of Guardian Asset Advisors's portfolio in Q2 2026, its #59 holding.
149 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.