LPL Financial
ARTY

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

LPL Financial’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 		$107M Buy
1,406,030
+133,288
+10% +$8.83M 0.02% 624
2026
Q1 		$59.2M Buy
1,272,742
+160,045
+14% +$8.03M 0.02% 835
2025
Q4 		$53.6M Buy
1,112,697
+131,297
+13% +$6.33M 0.01% 842
2025
Q3 		$44.9M Buy
981,400
+437,721
+81% +$18.8M 0.01% 899
2025
Q2 		$22.3M Sell
543,679
-99,911
-16% -$3.49M 0.01% 1190
2025
Q1 		$20.2M Buy
643,590
+292,295
+83% +$10.8M 0.01% 1147
2024
Q4 		$13M Buy
351,295
+20,353
+6% +$740K 0.01% 1352
2024
Q3 		$11.3M Sell
330,942
-19,297
-6% -$641K 0.01% 1383
2024
Q2 		$11.6M Buy
350,239
+16,226
+5% +$541K 0.01% 1279
2024
Q1 		$11.5M Buy
334,013
+21,889
+7% +$736K 0.01% 1245
2023
Q4 		$10.8M Buy
312,124
+45,248
+17% +$1.43M 0.01% 1204
2023
Q3 		$8.15M Buy
266,876
+43,567
+20% +$1.41M 0.01% 1289
2023
Q2 		$7.38M Buy
223,309
+51,661
+30% +$1.59M 0.01% 1324
2023
Q1 		$5.39M Buy
171,648
+84,467
+97% +$2.49M ﹤0.01% 1458
2022
Q4 		$2.23M Buy
87,181
+2,308
+3% +$58.1K ﹤0.01% 1995
2022
Q3 		$2.02M Sell
84,873
-3,967
-4% -$109K ﹤0.01% 1976
2022
Q2 		$2.35M Buy
88,840
+3,398
+4% +$99.2K ﹤0.01% 1907
2022
Q1 		$2.94M Sell
85,442
-3,252
-4% -$116K ﹤0.01% 1776
2021
Q4 		$3.67M Buy
88,694
+9,751
+12% +$427K ﹤0.01% 1658
2021
Q3 		$3.34M Buy
78,943
+8,044
+11% +$352K ﹤0.01% 1670
2021
Q2 		$3.18M Buy
70,899
+14,365
+25% +$620K ﹤0.01% 1648
2021
Q1 		$2.44M Buy
56,534
+31,120
+122% +$1.4M ﹤0.01% 1704
2020
Q4 		$1.01M Buy
25,414
+5,261
+26% +$191K ﹤0.01% 2170
2020
Q3 		$660K Buy
20,153
+8,509
+73% +$273K ﹤0.01% 2243
2020
Q2 		$344K Buy
+11,644
New +$308K ﹤0.01% 2728

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial's ARTY Position: Q2 2026 in Review

LPL Financial increased its iShares Future AI & Tech ETF (ARTY) stake by 10% in Q2 2026, buying an estimated $8.83M and bringing the position to 1,406,030 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #624.

LPL Financial first reported a position in ARTY in Q2 2020 and has held it in 25 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • LPL Financial held 1,406,030 shares of iShares Future AI & Tech ETF worth $107M as of Q2 2026.
  • LPL Financial bought 133,288 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $8.83M.
  • iShares Future AI & Tech ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #624 holding.
  • LPL Financial first reported a position in iShares Future AI & Tech ETF in Q2 2020 and has held it in 25 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.