IFG
ARTY icon

Independent Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Independent Financial Group’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
Q3 		$3.7M Sell
47,242
-22,352
-32% -$1.63M 0.07% 286
2026
Q2 		$5.3M Buy
69,594
+7,453
+12% +$494K 0.1% 206
2026
Q1 		$2.89M Sell
62,141
-17,124
-22% -$859K 0.06% 310
2025
Q4 		$3.82M Sell
79,265
-16,917
-18% -$815K 0.09% 218
2025
Q3 		$4.4M Buy
96,182
+59,202
+160% +$2.54M 0.11% 180
2025
Q2 		$1.52M Buy
36,980
+28,787
+351% +$1.01M 0.04% 418
2025
Q1 		$258K Hold
8,193
– – 0.01% 998
2024
Q4 		$304K Buy
8,193
+2,200
+37% +$79.9K 0.01% 896
2024
Q3 		$205K Sell
5,993
-179
-3% -$5.94K 0.01% 1063
2024
Q2 		$205K Hold
6,172
– – 0.01% 1016
2024
Q1 		$212K Buy
6,172
+254
+4% +$8.54K 0.01% 935
2023
Q4 		$204K Buy
+5,918
New +$187K 0.01% 889
2022
Q2 		– Sell
-6,929
Closed -$238K – 834
2022
Q1 		$238K Sell
6,929
-250
-3% -$8.93K 0.02% 687
2021
Q4 		$297K Buy
7,179
+583
+9% +$25.5K 0.02% 598
2021
Q3 		$279K Buy
6,596
+683
+12% +$29.9K 0.03% 551
2021
Q2 		$265K Buy
+5,913
New +$255K 0.03% 566

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Independent Financial Group's ARTY Position: Q3 2026 in Review

Independent Financial Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 32% in Q3 2026, selling an estimated $1.63M and leaving 47,242 shares worth $3.7M. The position accounts for 0.07% of the portfolio, ranked #286.

Independent Financial Group first reported a position in ARTY in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.3M in Q2 2026. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Independent Financial Group held 47,242 shares of iShares Future AI & Tech ETF worth $3.7M as of Q3 2026.
  • Independent Financial Group sold 22,352 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $1.63M.
  • iShares Future AI & Tech ETF made up 0.07% of Independent Financial Group's portfolio in Q3 2026, its #286 holding.
  • Independent Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2021 and has held it in 16 quarters since.
  • Independent Financial Group's iShares Future AI & Tech ETF position peaked at $5.3M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.