KWS
ARTY

Keystone Wealth Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Keystone Wealth Services’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 		$813K Buy
10,677
+2,358
+28% +$156K 0.15% 147
2026
Q1 		$387K Buy
8,319
+53
+0.6% +$2.66K 0.08% 216
2025
Q4 		$398K Sell
8,266
-540
-6% -$26K 0.08% 176
2025
Q3 		$403K Buy
+8,806
New +$378K 0.09% 207

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

Keystone Wealth Services's ARTY Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Future AI & Tech ETF (ARTY) stake by 28% in Q2 2026, buying an estimated $156K and bringing the position to 10,677 shares worth $813K. The position accounts for 0.15% of the portfolio, ranked #147.

Keystone Wealth Services first reported a position in ARTY in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Keystone Wealth Services held 10,677 shares of iShares Future AI & Tech ETF worth $813K as of Q2 2026.
  • Keystone Wealth Services bought 2,358 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $156K.
  • iShares Future AI & Tech ETF made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #147 holding.
  • Keystone Wealth Services first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.