H&H Retirement Design & Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

H&H Retirement Design & Management’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	$1.47M	Sell	23,984 -2,416	-9%	-$160K	0.67%	31
2026 Q1	$1.66M	Sell	26,400 -1,480	-5%	-$74.3K	0.78%	27
2025 Q4	$1.45M	Buy	27,880 +1,673	+6%	+$80.6K	0.74%	30
2025 Q3	$1.29M	Sell	26,207 -2,361	-8%	-$101K	0.69%	30
2025 Q2	$1.21M	Buy	28,568 +1,784	+7%	+$62.4K	0.66%	31
2025 Q1	$776K	Sell	26,784 -60	-0.2%	-$2.23K	0.52%	41
2024 Q4	$1.04M	Sell	26,844 -4,090	-13%	-$149K	0.63%	35
2024 Q3	$1.1M	Buy	30,934 +1,712	+6%	+$56.8K	0.65%	38
2024 Q2	$991K	Buy	29,222 +3,273	+13%	+$109K	0.61%	40
2024 Q1	$827K	Sell	25,949 -530	-2%	-$17.8K	0.55%	44
2023 Q4	$884K	Buy	26,479 +687	+3%	+$21.8K	0.56%	35
2023 Q3	$780K	Buy	25,792 +272	+1%	+$8.78K	0.54%	29
2023 Q2	$897K	Sell	25,520 -327	-1%	-$10K	0.6%	30
2023 Q1	$788K	Buy	+25,847	New	+$763K	0.5%	30

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

H&H Retirement Design & Management's ARTY Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 9.2% in Q2 2026, selling an estimated $160K and leaving 23,984 shares worth $1.47M. The position accounts for 0.67% of the portfolio, ranked #31.

H&H Retirement Design & Management first reported a position in ARTY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2026. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

H&H Retirement Design & Management held 23,984 shares of iShares Future AI & Tech ETF worth $1.47M as of Q2 2026.
H&H Retirement Design & Management sold 2,416 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $160K.
iShares Future AI & Tech ETF made up 0.67% of H&H Retirement Design & Management's portfolio in Q2 2026, its #31 holding.
H&H Retirement Design & Management first reported a position in iShares Future AI & Tech ETF in Q1 2023 and has held it in 14 quarters since.
H&H Retirement Design & Management's iShares Future AI & Tech ETF position peaked at $1.66M in Q1 2026.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.