MWM
ARTY

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

Mascoma 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 		$5.1K Sell
67
-95
-59% -$6.3K ﹤0.01% 377
2026
Q1 		$7.54K Hold
162
– – ﹤0.01% 342
2025
Q4 		$7.8K Hold
162
– – ﹤0.01% 337
2025
Q3 		$7.42K Hold
162
– – ﹤0.01% 350
2025
Q2 		$6.64K Hold
162
– – ﹤0.01% 362
2025
Q1 		$5.09K Hold
162
– – ﹤0.01% 397
2024
Q4 		$6K Hold
162
– – ﹤0.01% 390
2024
Q3 		$5.55K Hold
162
– – ﹤0.01% 377
2024
Q2 		$5.38K Sell
162
-243
-60% -$8.1K ﹤0.01% 404
2024
Q1 		$13.9K Sell
405
-453
-53% -$15.2K ﹤0.01% 283
2023
Q4 		$29.6K Sell
858
-69
-7% -$2.19K 0.01% 235
2023
Q3 		$28.3K Hold
927
– – 0.01% 240
2023
Q2 		$30.1K Hold
927
– – 0.01% 230
2023
Q1 		$27.1K Hold
927
– – 0.01% 303
2022
Q4 		$23.7K Hold
927
– – 0.01% 315
2022
Q3 		$22K Hold
927
– – 0.01% 320
2022
Q2 		$25K Sell
927
-2,023
-69% -$59K 0.01% 327
2022
Q1 		$101K Sell
2,950
-172
-6% -$6.14K 0.03% 182
2021
Q4 		$129K Buy
3,122
+271
+10% +$11.9K 0.04% 140
2021
Q3 		$121K Buy
+2,851
New +$125K 0.05% 136
2021
Q2 		– Sell
-2,714
Closed -$117K – 444
2021
Q1 		$117K Buy
+2,714
New +$122K 0.05% 139

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

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

Mascoma Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 59% in Q2 2026, selling an estimated $6.3K and leaving 67 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Mascoma Wealth Management first reported a position in ARTY in Q1 2021 and has held it in 21 quarters since. The position peaked at $129K in Q4 2021. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Mascoma Wealth Management held 67 shares of iShares Future AI & Tech ETF worth $5.1K as of Q2 2026.
  • Mascoma Wealth Management sold 95 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $6.3K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Mascoma Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's iShares Future AI & Tech ETF position peaked at $129K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

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