MMPW
ARTY

Mitchell McLeod Pugh & Williams’s iShares Future AI & Tech ETF ARTY Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$570K Buy
7,489
+195
+3% +$12.9K 0.07% 200
2026
Q1 		$339K Hold
7,294
– – 0.05% 232
2025
Q4 		$370K Hold
7,294
– – 0.05% 226
2025
Q3 		$368K Hold
7,294
– – 0.06% 213
2025
Q2 		$299K Hold
7,294
– – 0.06% 228
2025
Q1 		$229K Buy
+7,294
New +$270K 0.05% 247

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

Mitchell McLeod Pugh & Williams's ARTY Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Future AI & Tech ETF (ARTY) stake by 2.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,489 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #200.

Mitchell McLeod Pugh & Williams first reported a position in ARTY in Q1 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 7,489 shares of iShares Future AI & Tech ETF worth $570K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 195 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Future AI & Tech ETF made up 0.07% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #200 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.