HAP
ARTY

Harbor Asset Planning’s iShares Future AI & Tech ETF ARTY Stock Holding History

Harbor Asset Planning’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
Q1 		– Sell
-90
Closed -$4.34K – 454
2025
Q4 		$4.34K Buy
+90
New +$4.34K ﹤0.01% 387

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbor Asset Planning's ARTY Position: Q1 2026 in Review

Harbor Asset Planning sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 90 shares — an estimated $4.34K sold.

Harbor Asset Planning first reported a position in ARTY in Q4 2025 and held it in 1 quarter. The position peaked at $4.34K in Q4 2025. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Harbor Asset Planning reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 90 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $4.34K.
  • Harbor Asset Planning first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 1 quarter.
  • Harbor Asset Planning's iShares Future AI & Tech ETF position peaked at $4.34K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.