IAA
ARTY

Independent Advisor Alliance’s iShares Future AI & Tech ETF ARTY Stock Holding History

Independent Advisor Alliance’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 		– Sell
-16,555
Closed -$770K – 1667
2026
Q1 		$770K Buy
+16,555
New +$831K 0.01% 951
2025
Q1 		– Sell
-7,062
Closed -$262K – 1405
2024
Q4 		$262K Buy
+7,062
New +$257K ﹤0.01% 1189

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

Independent Advisor Alliance's ARTY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 16,555 shares — an estimated $770K sold.

Independent Advisor Alliance first reported a position in ARTY in Q4 2024 and held it in 2 quarters. The position peaked at $770K in Q1 2026. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,555 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $770K.
  • Independent Advisor Alliance first reported a position in iShares Future AI & Tech ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Future AI & Tech ETF position peaked at $770K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.