LI
ARTY

LRI Investments’s iShares Future AI & Tech ETF ARTY Stock Holding History

LRI Investments’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 		$5.4M Sell
70,872
-23,565
-25% -$1.56M 0.43% 30
2026
Q1 		$4.39M Buy
94,437
+4,843
+5% +$243K 0.39% 34
2025
Q4 		$4.32M Buy
89,594
+1,083
+1% +$52.2K 0.35% 35
2025
Q3 		$4.05M Sell
88,511
-9,286
-9% -$399K 0.33% 35
2025
Q2 		$4.01M Buy
97,797
+3,682
+4% +$129K 0.34% 32
2025
Q1 		$2.96M Buy
94,115
+90,115
+2,253% +$3.34M 0.29% 40
2024
Q4 		$148K Hold
4,000
– – 0.01% 334
2024
Q3 		$143K Buy
+4,000
New +$133K 0.01% 342

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

LRI Investments's ARTY Position: Q2 2026 in Review

LRI Investments reduced its iShares Future AI & Tech ETF (ARTY) stake by 25% in Q2 2026, selling an estimated $1.56M and leaving 70,872 shares worth $5.4M. The position accounts for 0.43% of the portfolio, ranked #30.

LRI Investments first reported a position in ARTY in Q3 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • LRI Investments held 70,872 shares of iShares Future AI & Tech ETF worth $5.4M as of Q2 2026.
  • LRI Investments sold 23,565 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Future AI & Tech ETF made up 0.43% of LRI Investments's portfolio in Q2 2026, its #30 holding.
  • LRI Investments first reported a position in iShares Future AI & Tech ETF in Q3 2024 and has held it in 8 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.