IP
ARTY

Investment Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Investment Partners’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
Q1 		$276K Sell
5,924
-61
-1% -$3.06K 0.1% 139
2025
Q4 		$288K Buy
5,985
+913
+18% +$44K 0.1% 135
2025
Q3 		$232K Buy
+5,072
New +$218K 0.08% 146

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investment Partners's ARTY Position: Q1 2026 in Review

Investment Partners reduced its iShares Future AI & Tech ETF (ARTY) stake by 1% in Q1 2026, selling an estimated $3.06K and leaving 5,924 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #139.

Investment Partners first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Investment Partners held 5,924 shares of iShares Future AI & Tech ETF worth $276K as of Q1 2026.
  • Investment Partners sold 61 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $3.06K.
  • iShares Future AI & Tech ETF made up 0.1% of Investment Partners's portfolio in Q1 2026, its #139 holding.
  • Investment Partners first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Investment Partners's iShares Future AI & Tech ETF position peaked at $288K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.