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 Q3	$9.16M	Sell	116,979 -8,176	-7%	-$595K	0.13%	94
2026 Q2	$9.5M	Sell	125,155 -3,394	-3%	-$225K	0.14%	92
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 New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

NorthRock Partners's ARTY Position: Q3 2026 in Review

NorthRock Partners reduced its iShares Future AI & Tech ETF (ARTY) stake by 6.5% in Q3 2026, selling an estimated $595K and leaving 116,979 shares worth $9.16M. The position accounts for 0.13% of the portfolio, ranked #94.

NorthRock Partners first reported a position in ARTY in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.5M in Q2 2026. 386 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

NorthRock Partners held 116,979 shares of iShares Future AI & Tech ETF worth $9.16M as of Q3 2026.
NorthRock Partners sold 8,176 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $595K.
iShares Future AI & Tech ETF made up 0.13% of NorthRock Partners's portfolio in Q3 2026, its #94 holding.
NorthRock Partners first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 5 quarters since.
NorthRock Partners's iShares Future AI & Tech ETF position peaked at $9.5M in Q2 2026.
386 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.