Legacy Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Legacy Advisory 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	$343K	Sell	4,505 -1	-0%	-$66	0.24%	38
2026 Q1	$210K	Hold	4,506	–	–	0.16%	49
2025 Q4	$217K	Hold	4,506	–	–	0.16%	47
2025 Q3	$206K	Buy	+4,506	New	+$194K	0.16%	48
2025 Q2	–	Sell	-14,505	Closed	-$456K	–	54
2025 Q1	$456K	Sell	14,505 -1	-0%	-$37	0.39%	30
2024 Q4	$538K	Hold	14,506	–	–	0.46%	31
2024 Q3	$497K	Hold	14,506	–	–	0.43%	34
2024 Q2	$481K	Buy	14,506 +1,400	+11%	+$46.7K	0.44%	32
2024 Q1	$450K	Buy	+13,106	New	+$441K	0.43%	34

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Advisory Services's ARTY Position: Q2 2026 in Review

Legacy Advisory Services reduced its iShares Future AI & Tech ETF (ARTY) stake by 0.02% in Q2 2026, selling an estimated $66 and leaving 4,505 shares worth $343K. The position accounts for 0.24% of the portfolio, ranked #38.

Legacy Advisory Services first reported a position in ARTY in Q1 2024 and has held it in 9 quarters since. The position peaked at $538K in Q4 2024. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Legacy Advisory Services held 4,505 shares of iShares Future AI & Tech ETF worth $343K as of Q2 2026.
Legacy Advisory Services sold 1 iShares Future AI & Tech ETF share in Q2 2026, an estimated $66.
iShares Future AI & Tech ETF made up 0.24% of Legacy Advisory Services's portfolio in Q2 2026, its #38 holding.
Legacy Advisory Services first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Advisory Services's iShares Future AI & Tech ETF position peaked at $538K in Q4 2024.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.