LA
ARTY icon

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

Latitude 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
Q3 		$236K Buy
3,010
+10
+0.3% +$728 0.07% 227
2026
Q2 		$228K Buy
+3,000
New +$199K 0.09% 224
2022
Q2 		– Sell
-9,838
Closed -$338K – 331
2022
Q1 		$338K Buy
9,838
+3,226
+49% +$115K 0.08% 241
2021
Q4 		$274K Hold
6,612
– – 0.08% 239
2021
Q3 		$280K Buy
+6,612
New +$289K 0.09% 224

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Latitude Advisors's ARTY Position: Q3 2026 in Review

Latitude Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 0.33% in Q3 2026, buying an estimated $728 and bringing the position to 3,010 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #227.

Latitude Advisors first reported a position in ARTY in Q3 2021 and has held it in 5 quarters since. The position peaked at $338K in Q1 2022. 386 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Latitude Advisors held 3,010 shares of iShares Future AI & Tech ETF worth $236K as of Q3 2026.
  • Latitude Advisors bought 10 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $728.
  • iShares Future AI & Tech ETF made up 0.07% of Latitude Advisors's portfolio in Q3 2026, its #227 holding.
  • Latitude Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2021 and has held it in 5 quarters since.
  • Latitude Advisors's iShares Future AI & Tech ETF position peaked at $338K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.