PIA
ARTY

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

Perennial 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 		$320K Buy
+4,207
New +$279K 0.02% 422
2026
Q1 		– Sell
-4,207
Closed -$203K – 560
2025
Q4 		$203K Buy
+4,207
New +$203K 0.02% 471

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

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

Perennial Investment Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 4,207 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in ARTY as recently as Q4 2025.

Perennial Investment Advisors first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Perennial Investment Advisors held 4,207 shares of iShares Future AI & Tech ETF worth $320K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Perennial Investment Advisors position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #422 holding.
  • Perennial Investment Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.