IWC
ARTY

Integrated Wealth Concepts’s iShares Future AI & Tech ETF ARTY Stock Holding History

Integrated Wealth Concepts’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 		$2.39M Buy
31,336
+16,316
+109% +$1.08M 0.01% 869
2026
Q1 		$699K Buy
15,020
+7,157
+91% +$359K 0.01% 1331
2025
Q4 		$379K Buy
7,863
+1,258
+19% +$60.6K ﹤0.01% 1221
2025
Q3 		$302K Buy
6,605
+1,474
+29% +$63.3K ﹤0.01% 1631
2025
Q2 		$210K Buy
+5,131
New +$179K ﹤0.01% 1745
2024
Q4 		– Sell
-8,242
Closed -$282K – 1794
2024
Q3 		$282K Sell
8,242
-1,206
-13% -$40K ﹤0.01% 1381
2024
Q2 		$314K Buy
9,448
+708
+8% +$23.6K ﹤0.01% 1293
2024
Q1 		$300K Sell
8,740
-321
-4% -$10.8K ﹤0.01% 1320
2023
Q4 		$313K Sell
9,061
-912
-9% -$28.9K 0.01% 1242
2023
Q3 		$305K Buy
+9,973
New +$322K 0.01% 1222

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

Integrated Wealth Concepts's ARTY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Future AI & Tech ETF (ARTY) stake by 109% in Q2 2026, buying an estimated $1.08M and bringing the position to 31,336 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #869.

Integrated Wealth Concepts first reported a position in ARTY in Q3 2023 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Integrated Wealth Concepts held 31,336 shares of iShares Future AI & Tech ETF worth $2.39M as of Q2 2026.
  • Integrated Wealth Concepts bought 16,316 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $1.08M.
  • iShares Future AI & Tech ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #869 holding.
  • Integrated Wealth Concepts first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.