JFG
ARTY

JDM Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

JDM Financial 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 		$12.4K Hold
163
– – ﹤0.01% 193
2026
Q1 		$7.6K Hold
163
– – ﹤0.01% 210
2025
Q4 		$7.87K Hold
163
– – ﹤0.01% 193
2025
Q3 		$7.48K Hold
163
– – ﹤0.01% 207
2025
Q2 		$6.7K Hold
163
– – ﹤0.01% 202
2025
Q1 		$5.14K Hold
163
– – ﹤0.01% 211
2024
Q4 		$6.05K Hold
163
– – ﹤0.01% 213
2024
Q3 		$5.58K Hold
163
– – ﹤0.01% 212
2024
Q2 		$5.41K Buy
163
+1
+0.6% +$33 ﹤0.01% 184
2024
Q1 		$5.58K Hold
162
– – ﹤0.01% 179
2023
Q4 		$5.6K Hold
162
– – ﹤0.01% 173
2023
Q3 		$4.94K Hold
162
– – ﹤0.01% 172
2023
Q2 		$5.34K Buy
162
+1
+0.6% +$31 ﹤0.01% 174
2023
Q1 		$5.05K Buy
+161
New +$4.75K ﹤0.01% 181

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

JDM Financial Group's ARTY Position: Q2 2026 in Review

JDM Financial Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 163 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

JDM Financial Group first reported a position in ARTY in Q1 2023 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • JDM Financial Group held 163 shares of iShares Future AI & Tech ETF worth $12.4K as of Q2 2026.
  • JDM Financial Group left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #193 holding.
  • JDM Financial Group first reported a position in iShares Future AI & Tech ETF in Q1 2023 and has held it in 14 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.