O'Shaughnessy Asset Management
ARTY icon

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
Q3 		$96.1K Hold
1,465
– – ﹤0.01% 2268
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 		$100K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

O'Shaughnessy Asset Management's ARTY Position: Q3 2026 in Review

O'Shaughnessy Asset Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 1,465 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

O'Shaughnessy Asset Management first reported a position in ARTY in Q4 2022 and has held it in 16 quarters since. The position peaked at $135K in Q1 2026. 334 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • O'Shaughnessy Asset Management held 1,465 shares of iShares Future AI & Tech ETF worth $96.1K as of Q3 2026.
  • O'Shaughnessy Asset Management left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2268 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares Future AI & Tech ETF in Q4 2022 and has held it in 16 quarters since.
  • O'Shaughnessy Asset Management's iShares Future AI & Tech ETF position peaked at $135K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.