MG
ARTY

Mather Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Mather Group’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
Q1 		$10.9K Buy
+234
New +$11.7K ﹤0.01% 1426
2024
Q3 		– Sell
-425
Closed -$14.6K – 2249
2024
Q2 		$14.6K Buy
+425
New +$14.2K ﹤0.01% 1341

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mather Group's ARTY Position: Q1 2026 in Review

Mather Group opened a new position in iShares Future AI & Tech ETF (ARTY) in Q1 2026: 234 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1426 among its holdings. This is a return to the name: Mather Group previously reported a position in ARTY as recently as Q2 2024.

Mather Group first reported a position in ARTY in Q2 2024 and has held it in 2 quarters since. The position peaked at $14.6K in Q2 2024. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Mather Group held 234 shares of iShares Future AI & Tech ETF worth $10.9K as of Q1 2026.
  • iShares Future AI & Tech ETF was a new Mather Group position in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1426 holding.
  • Mather Group first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 2 quarters since.
  • Mather Group's iShares Future AI & Tech ETF position peaked at $14.6K in Q2 2024.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.