MWA
ARTY

Medallion Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Medallion Wealth Advisors’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 		$187 Hold
4
– – ﹤0.01% 1100
2025
Q4 		$194 Hold
4
– – ﹤0.01% 1096
2025
Q3 		$184 Hold
4
– – ﹤0.01% 1081
2025
Q2 		$163 Sell
4
-38
-90% -$1.33K ﹤0.01% 1069
2025
Q1 		$1.34K Hold
42
– – ﹤0.01% 962
2024
Q4 		$1.56K Buy
+42
New +$1.53K ﹤0.01% 887

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

Medallion Wealth Advisors's ARTY Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 4 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Medallion Wealth Advisors first reported a position in ARTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56K in Q4 2024. 322 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Medallion Wealth Advisors held 4 shares of iShares Future AI & Tech ETF worth $187 as of Q1 2026.
  • Medallion Wealth Advisors left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1100 holding.
  • Medallion Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares Future AI & Tech ETF position peaked at $1.56K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.