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ARTY

NWAM LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

NWAM LLC’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 		$855K Buy
+11,227
New +$744K 0.04% 349

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
ACM
Ardent Capital Management Cincinnati, Ohio $241M AUM 23.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

NWAM LLC's ARTY Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 11,227 shares worth $855K. The stake represents 0.04% of the portfolio and ranks #349 among its holdings.

117 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • NWAM LLC held 11,227 shares of iShares Future AI & Tech ETF worth $855K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new NWAM LLC position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #349 holding.
  • 117 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.