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

Patten & Patten’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	$243K	Buy	+3,100	New	+$226K	0.01%	328

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Patten & Patten's ARTY Position: Q3 2026 in Review

Patten & Patten opened a new position in iShares Future AI & Tech ETF (ARTY) in Q3 2026: 3,100 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

183 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Patten & Patten held 3,100 shares of iShares Future AI & Tech ETF worth $243K as of Q3 2026.
iShares Future AI & Tech ETF was a new Patten & Patten position in Q3 2026.
iShares Future AI & Tech ETF made up 0.01% of Patten & Patten's portfolio in Q3 2026, its #328 holding.
183 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Patten & Patten's 13F filing for Q3 2026, filed 26 Oct 2026.