OIA
ARTY

OneDigital Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

OneDigital Investment Advisors’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 		$2.64M Buy
34,729
+1,631
+5% +$108K 0.02% 434
2026
Q1 		$1.54M Buy
33,098
+1,701
+5% +$85.4K 0.02% 552
2025
Q4 		$1.51M Buy
31,397
+1,310
+4% +$63.1K 0.01% 540
2025
Q3 		$1.38M Buy
30,087
+3,158
+12% +$136K 0.01% 549
2025
Q2 		$1.1M Sell
26,929
-1,902
-7% -$66.5K 0.01% 606
2025
Q1 		$907K Buy
28,831
+13,526
+88% +$502K 0.01% 635
2024
Q4 		$567K Sell
15,305
-2,022
-12% -$73.5K 0.01% 841
2024
Q3 		$593K Hold
17,327
– – 0.01% 868
2024
Q2 		$575K Sell
17,327
-189
-1% -$6.3K 0.01% 840
2024
Q1 		$602K Buy
+17,516
New +$589K 0.01% 678

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

OneDigital Investment Advisors's ARTY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 4.9% in Q2 2026, buying an estimated $108K and bringing the position to 34,729 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #434.

OneDigital Investment Advisors first reported a position in ARTY in Q1 2024 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • OneDigital Investment Advisors held 34,729 shares of iShares Future AI & Tech ETF worth $2.64M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,631 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $108K.
  • iShares Future AI & Tech ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #434 holding.
  • OneDigital Investment Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.