NBC Securities’s iShares Future AI & Tech ETF ARTY Stock Holding History

NBC Securities’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	$28.1K	Buy	369 +229	+164%	+$15.2K	﹤0.01%	1515
2026 Q1	$6.51K	Hold	140	–	–	﹤0.01%	2043
2025 Q4	$6.75K	Hold	140	–	–	﹤0.01%	2128
2025 Q3	$6.41K	Hold	140	–	–	﹤0.01%	2133
2025 Q2	$5K	Sell	140 -70	-33%	-$2.45K	﹤0.01%	2123
2025 Q1	$6K	Buy	+210	New	+$7.79K	﹤0.01%	1847
2024 Q4	–	Sell	-310	Closed	-$10K	–	2137
2024 Q3	$10K	Hold	310	–	–	﹤0.01%	1747
2024 Q2	$10K	Hold	310	–	–	﹤0.01%	1699
2024 Q1	$11K	Hold	310	–	–	﹤0.01%	1710
2023 Q4	$10K	Hold	310	–	–	﹤0.01%	1712
2023 Q3	$9K	Buy	+310	New	+$10K	﹤0.01%	1749

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NBC Securities's ARTY Position: Q2 2026 in Review

NBC Securities increased its iShares Future AI & Tech ETF (ARTY) stake by 164% in Q2 2026, buying an estimated $15.2K and bringing the position to 369 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

NBC Securities first reported a position in ARTY in Q3 2023 and has held it in 11 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

NBC Securities held 369 shares of iShares Future AI & Tech ETF worth $28.1K as of Q2 2026.
NBC Securities bought 229 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $15.2K.
iShares Future AI & Tech ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1515 holding.
NBC Securities first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 11 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.