HWA
ARTY

Heritage Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Heritage Wealth 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
Q1 		$2.42K Hold
52
– – ﹤0.01% 615
2025
Q4 		$2.5K Buy
52
+1
+2% +$48 ﹤0.01% 537
2025
Q3 		$2.33K Buy
+51
New +$2.19K ﹤0.01% 519

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Advisors's ARTY Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 52 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Heritage Wealth Advisors first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Heritage Wealth Advisors held 52 shares of iShares Future AI & Tech ETF worth $2.42K as of Q1 2026.
  • Heritage Wealth Advisors left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #615 holding.
  • Heritage Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's iShares Future AI & Tech ETF position peaked at $2.5K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.