JIC
ARTY

Joel Isaacson & Co’s iShares Future AI & Tech ETF ARTY Stock Holding History

Joel Isaacson & Co’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 		$298K Buy
+3,919
New +$260K 0.01% 381

Other funds holding ARTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ALC
Alexander Labrunerie & Co Columbia, Missouri $285M AUM 31.66% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Joel Isaacson & Co's ARTY Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,919 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings.

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

  • Joel Isaacson & Co held 3,919 shares of iShares Future AI & Tech ETF worth $298K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Joel Isaacson & Co position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #381 holding.
  • 252 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.