KWA
ARTY

Kingswood Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Kingswood Wealth Advisors’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 		$229K Buy
+3,003
New +$199K 0.01% 903
2026
Q1 		– Sell
-10,836
Closed -$522K – 984
2025
Q4 		$522K Buy
+10,836
New +$522K 0.03% 513

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

Kingswood Wealth Advisors's ARTY Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,003 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in ARTY as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $522K in Q4 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Kingswood Wealth Advisors held 3,003 shares of iShares Future AI & Tech ETF worth $229K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #903 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's iShares Future AI & Tech ETF position peaked at $522K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.