PFM
ARTY

Phillips Financial Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Phillips Financial 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 		$762 Hold
10
– – ﹤0.01% 291
2026
Q1 		$465 Hold
10
– – ﹤0.01% 282
2025
Q4 		$482 Hold
10
– – ﹤0.01% 306
2025
Q3 		$458 Hold
10
– – ﹤0.01% 305
2025
Q2 		$410 Hold
10
– – ﹤0.01% 279
2025
Q1 		$315 Hold
10
– – ﹤0.01% 258
2024
Q4 		$371 Hold
10
– – ﹤0.01% 259
2024
Q3 		$342 Hold
10
– – ﹤0.01% 276
2024
Q2 		$332 Hold
10
– – ﹤0.01% 271
2024
Q1 		$344 Buy
+10
New +$336 ﹤0.01% 263

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

Phillips Financial Management's ARTY Position: Q2 2026 in Review

Phillips Financial Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 10 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Phillips Financial Management 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.

  • Phillips Financial Management held 10 shares of iShares Future AI & Tech ETF worth $762 as of Q2 2026.
  • Phillips Financial Management left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #291 holding.
  • Phillips Financial Management 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 Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.