NP
ARTY

NorthRock Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

NorthRock Partners’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 		$5.98M Sell
128,549
-1,561
-1% -$78.3K 0.1% 111
2025
Q4 		$6.27M Buy
130,110
+26,170
+25% +$1.26M 0.11% 105
2025
Q3 		$4.76M Buy
+103,940
New +$4.47M 0.09% 117

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

NorthRock Partners's ARTY Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.2% in Q1 2026, selling an estimated $78.3K and leaving 128,549 shares worth $5.98M. The position accounts for 0.1% of the portfolio, ranked #111.

NorthRock Partners first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.27M in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • NorthRock Partners held 128,549 shares of iShares Future AI & Tech ETF worth $5.98M as of Q1 2026.
  • NorthRock Partners sold 1,561 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $78.3K.
  • iShares Future AI & Tech ETF made up 0.1% of NorthRock Partners's portfolio in Q1 2026, its #111 holding.
  • NorthRock Partners first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's iShares Future AI & Tech ETF position peaked at $6.27M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.