Jacobi Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Jacobi Capital Management’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	$264K	Buy	+3,462	New	+$229K	0.01%	586

Other funds holding ARTY

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Jacobi Capital Management's ARTY Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,462 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Jacobi Capital Management held 3,462 shares of iShares Future AI & Tech ETF worth $264K as of Q2 2026.
iShares Future AI & Tech ETF was a new Jacobi Capital Management position in Q2 2026.
iShares Future AI & Tech ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #586 holding.
186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.