LFG
ARTY

Larson Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Larson Financial Group’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 		$28.3K Hold
372
– – ﹤0.01% 1815
2026
Q1 		$17.3K Sell
372
-75
-17% -$3.76K ﹤0.01% 1926
2025
Q4 		$21.5K Buy
447
+400
+851% +$19.3K ﹤0.01% 1678
2025
Q3 		$2.15K Hold
47
– – ﹤0.01% 2680
2025
Q2 		$1.93K Hold
47
– – ﹤0.01% 2419
2025
Q1 		$1.48K Hold
47
– – ﹤0.01% 2267
2024
Q4 		$1.74K Hold
47
– – ﹤0.01% 1915
2024
Q3 		$1.61K Hold
47
– – ﹤0.01% 1897
2024
Q2 		$1.56K Buy
+47
New +$1.57K ﹤0.01% 1633

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

Larson Financial Group's ARTY Position: Q2 2026 in Review

Larson Financial Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 372 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Larson Financial Group 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.

  • Larson Financial Group held 372 shares of iShares Future AI & Tech ETF worth $28.3K as of Q2 2026.
  • Larson Financial Group left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1815 holding.
  • Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.