LWM
ARTY

Lodestone Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Lodestone Wealth Management’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 		$124K Sell
1,632
-241
-13% -$16K 0.04% 218
2026
Q1 		$87.2K Hold
1,873
– – 0.03% 236
2025
Q4 		$90.2K Buy
+1,873
New +$90.3K 0.04% 226
2024
Q3 		– Sell
-10,294
Closed -$342K – 157
2024
Q2 		$342K Sell
10,294
-198
-2% -$6.6K 0.18% 114
2024
Q1 		$360K Sell
10,492
-436
-4% -$14.7K 0.19% 112
2023
Q4 		$377K Sell
10,928
-1,095
-9% -$34.7K 0.22% 107
2023
Q3 		$367K Sell
12,023
-416
-3% -$13.4K 0.26% 90
2023
Q2 		$411K Sell
12,439
-292
-2% -$8.97K 0.28% 86
2023
Q1 		$400K Buy
12,731
+678
+6% +$20K 0.31% 84
2022
Q4 		$308K Buy
+12,053
New +$303K 0.25% 92

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

Lodestone Wealth Management's ARTY Position: Q2 2026 in Review

Lodestone Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 13% in Q2 2026, selling an estimated $16K and leaving 1,632 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #218.

Lodestone Wealth Management first reported a position in ARTY in Q4 2022 and has held it in 10 quarters since. The position peaked at $411K in Q2 2023. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Lodestone Wealth Management held 1,632 shares of iShares Future AI & Tech ETF worth $124K as of Q2 2026.
  • Lodestone Wealth Management sold 241 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $16K.
  • iShares Future AI & Tech ETF made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Lodestone Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2022 and has held it in 10 quarters since.
  • Lodestone Wealth Management's iShares Future AI & Tech ETF position peaked at $411K in Q2 2023.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.