KFP
ARTY

Kerr Financial Planning’s iShares Future AI & Tech ETF ARTY Stock Holding History

Kerr Financial Planning’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 		$423K Sell
5,557
-128
-2% -$8.48K 0.47% 47
2026
Q1 		$338K Hold
5,685
– – 0.24% 57
2025
Q4 		$273K Sell
5,685
-931
-14% -$44.9K 0.37% 60
2025
Q3 		$310K Buy
+6,616
New +$284K 0.44% 52

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

Kerr Financial Planning's ARTY Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.3% in Q2 2026, selling an estimated $8.48K and leaving 5,557 shares worth $423K. The position accounts for 0.47% of the portfolio, ranked #47.

Kerr Financial Planning first reported a position in ARTY in Q3 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Kerr Financial Planning held 5,557 shares of iShares Future AI & Tech ETF worth $423K as of Q2 2026.
  • Kerr Financial Planning sold 128 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $8.48K.
  • iShares Future AI & Tech ETF made up 0.47% of Kerr Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Kerr Financial Planning first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.