JWCA
ARTY

J.W. Cole Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

J.W. Cole Advisors’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 		$524K Buy
6,882
+1,491
+28% +$98.8K 0.01% 986
2026
Q1 		$251K Sell
5,391
-350
-6% -$17.6K 0.01% 680
2025
Q4 		$253K Sell
5,741
-1,250
-18% -$60.3K 0.01% 1186
2025
Q3 		$320K Sell
6,991
-727
-9% -$31.2K 0.01% 1186
2025
Q2 		$316K Buy
+7,718
New +$270K 0.01% 1121
2023
Q2 		– Sell
-6,829
Closed -$214K – 827
2023
Q1 		$214K Buy
+6,829
New +$202K 0.02% 708

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

J.W. Cole Advisors's ARTY Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 28% in Q2 2026, buying an estimated $98.8K and bringing the position to 6,882 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #986.

J.W. Cole Advisors first reported a position in ARTY in Q1 2023 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • J.W. Cole Advisors held 6,882 shares of iShares Future AI & Tech ETF worth $524K as of Q2 2026.
  • J.W. Cole Advisors bought 1,491 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $98.8K.
  • iShares Future AI & Tech ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #986 holding.
  • J.W. Cole Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2023 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.