IFG
ARTY

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
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

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 Financial Group's ARTY Position: Q2 2026 in Review

Independent Financial Group increased its iShares Future AI & Tech ETF (ARTY) stake by 12% in Q2 2026, buying an estimated $494K and bringing the position to 69,594 shares worth $5.3M. The position accounts for 0.1% of the portfolio, ranked #206.

Independent Financial Group first reported a position in ARTY in Q2 2021 and has held it in 15 quarters since. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Independent Financial Group held 69,594 shares of iShares Future AI & Tech ETF worth $5.3M as of Q2 2026.
  • Independent Financial Group bought 7,453 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $494K.
  • iShares Future AI & Tech ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #206 holding.
  • Independent Financial Group first reported a position in iShares Future AI & Tech ETF in Q2 2021 and has held it in 15 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.