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
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 $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keystone Wealth Services's ARTY Position: Q1 2026 in Review

Keystone Wealth Services increased its iShares Future AI & Tech ETF (ARTY) stake by 0.64% in Q1 2026, buying an estimated $2.66K and bringing the position to 8,319 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #216.

Keystone Wealth Services first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q3 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Keystone Wealth Services held 8,319 shares of iShares Future AI & Tech ETF worth $387K as of Q1 2026.
  • Keystone Wealth Services bought 53 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $2.66K.
  • iShares Future AI & Tech ETF made up 0.08% of Keystone Wealth Services's portfolio in Q1 2026, its #216 holding.
  • Keystone Wealth Services first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Keystone Wealth Services's iShares Future AI & Tech ETF position peaked at $403K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.