O'Shaughnessy Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

O'Shaughnessy Asset Management’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	$112K	Sell	1,465 -1,446	-50%	-$95.8K	﹤0.01%	2154
2026 Q1	$135K	Buy	2,911 +841	+41%	+$42.2K	﹤0.01%	2073
2025 Q4	$99.7K	Hold	2,070	–	–	﹤0.01%	2128
2025 Q3	$94.8K	Buy	2,070 +161	+8%	+$6.92K	﹤0.01%	2103
2025 Q2	$78.3K	Hold	1,909	–	–	﹤0.01%	1989
2025 Q1	$60K	Hold	1,909	–	–	﹤0.01%	1961
2024 Q4	$70.8K	Buy	1,909 +3	+0.2%	+$109	﹤0.01%	1897
2024 Q3	$68.9K	Hold	1,906	–	–	﹤0.01%	1840
2024 Q2	$63.3K	Buy	1,906 +5	+0.3%	+$167	﹤0.01%	1685
2024 Q1	$65.3K	Buy	1,901 +451	+31%	+$15.2K	﹤0.01%	1641
2023 Q4	$50K	Hold	1,450	–	–	﹤0.01%	1551
2023 Q3	$44.3K	Hold	1,450	–	–	﹤0.01%	1461
2023 Q2	$47.9K	Buy	1,450 +7	+0.5%	+$215	﹤0.01%	1354
2023 Q1	$45.3K	Hold	1,443	–	–	﹤0.01%	1352
2022 Q4	$36.8K	Buy	+1,443	New	+$36.3K	﹤0.01%	1275

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

O'Shaughnessy Asset Management's ARTY Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 50% in Q2 2026, selling an estimated $95.8K and leaving 1,465 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

O'Shaughnessy Asset Management first reported a position in ARTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $135K in Q1 2026. 404 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

O'Shaughnessy Asset Management held 1,465 shares of iShares Future AI & Tech ETF worth $112K as of Q2 2026.
O'Shaughnessy Asset Management sold 1,446 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $95.8K.
iShares Future AI & Tech ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2154 holding.
O'Shaughnessy Asset Management first reported a position in iShares Future AI & Tech ETF in Q4 2022 and has held it in 15 quarters since.
O'Shaughnessy Asset Management's iShares Future AI & Tech ETF position peaked at $135K in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.