IAAG
ARTY

Innovative Asset Advisors Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Innovative Asset Advisors 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 		$64.7K Hold
850
– – 0.03% 255
2026
Q1 		$39.5K Buy
+850
New +$42.7K 0.02% 353

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Asset Advisors Group's ARTY Position: Q2 2026 in Review

Innovative Asset Advisors Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 850 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #255.

Innovative Asset Advisors Group first reported a position in ARTY in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Innovative Asset Advisors Group held 850 shares of iShares Future AI & Tech ETF worth $64.7K as of Q2 2026.
  • Innovative Asset Advisors Group left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.03% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #255 holding.
  • Innovative Asset Advisors Group first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.