HWM
ARTY

HB Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

HB Wealth 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 		$783K Sell
10,280
-245
-2% -$16.2K ﹤0.01% 861
2026
Q1 		$490K Buy
10,525
+1,249
+13% +$62.7K ﹤0.01% 988
2025
Q4 		$447K Buy
9,276
+636
+7% +$30.7K ﹤0.01% 953
2025
Q3 		$396K Buy
8,640
+720
+9% +$30.9K ﹤0.01% 953
2025
Q2 		$325K Sell
7,920
-1,584
-17% -$55.4K ﹤0.01% 908
2025
Q1 		$299K Buy
+9,504
New +$352K ﹤0.01% 970
2022
Q1 		– Sell
-5,066
Closed -$210K – 630
2021
Q4 		$210K Buy
+5,066
New +$222K ﹤0.01% 482

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

HB Wealth Management's ARTY Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.3% in Q2 2026, selling an estimated $16.2K and leaving 10,280 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

HB Wealth Management first reported a position in ARTY in Q4 2021 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • HB Wealth Management held 10,280 shares of iShares Future AI & Tech ETF worth $783K as of Q2 2026.
  • HB Wealth Management sold 245 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $16.2K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #861 holding.
  • HB Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2021 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.