Jones Financial Companies
ARTY

Jones Financial Companies’s iShares Future AI & Tech ETF ARTY Stock Holding History

Jones Financial Companies’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 		$49.3M Buy
681,599
+200,523
+42% +$13.3M 0.02% 411
2026
Q1 		$22.1M Buy
481,076
+142,411
+42% +$7.15M 0.01% 559
2025
Q4 		$16.3M Buy
338,665
+113,732
+51% +$5.48M 0.01% 360
2025
Q3 		$10.1M Buy
224,933
+75,115
+50% +$3.23M 0.01% 406
2025
Q2 		$6.09M Buy
149,818
+39,528
+36% +$1.38M ﹤0.01% 452
2025
Q1 		$3.5M Buy
110,290
+86,721
+368% +$3.22M ﹤0.01% 509
2024
Q4 		$874K Buy
23,569
+16,606
+238% +$603K ﹤0.01% 790
2024
Q3 		$239K Buy
6,963
+4,339
+165% +$144K ﹤0.01% 1074
2024
Q2 		$87.1K Buy
+2,624
New +$87.5K ﹤0.01% 1093

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

Jones Financial Companies's ARTY Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Future AI & Tech ETF (ARTY) stake by 42% in Q2 2026, buying an estimated $13.3M and bringing the position to 681,599 shares worth $49.3M. The position accounts for 0.02% of the portfolio, ranked #411.

Jones Financial Companies first reported a position in ARTY in Q2 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Jones Financial Companies held 681,599 shares of iShares Future AI & Tech ETF worth $49.3M as of Q2 2026.
  • Jones Financial Companies bought 200,523 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $13.3M.
  • iShares Future AI & Tech ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #411 holding.
  • Jones Financial Companies first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 9 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.