PWA
ARTY

Phoenix Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Phoenix Wealth 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 		$1.74M Buy
22,829
+51
+0.2% +$3.38K 0.59% 38
2026
Q1 		$1.06M Sell
22,778
-632
-3% -$31.7K 0.42% 51
2025
Q4 		$1.13M Sell
23,410
-29
-0.1% -$1.4K 0.43% 49
2025
Q3 		$1.07M Buy
23,439
+41
+0.2% +$1.76K 0.41% 52
2025
Q2 		$959K Sell
23,398
-298
-1% -$10.4K 0.4% 57
2025
Q1 		$745K Buy
23,696
+318
+1% +$11.8K 0.32% 63
2024
Q4 		$867K Buy
23,378
+20
+0.1% +$727 0.38% 51
2024
Q3 		$800K Buy
23,358
+111
+0.5% +$3.69K 0.37% 58
2024
Q2 		$772K Sell
23,247
-239
-1% -$7.97K 0.39% 57
2024
Q1 		$807K Buy
23,486
+11,489
+96% +$386K 0.49% 53
2023
Q4 		$404K Buy
11,997
+914
+8% +$28.9K 0.28% 66
2023
Q3 		$338K Buy
11,083
+227
+2% +$7.33K 0.2% 72
2023
Q2 		$359K Buy
+10,856
New +$333K 0.21% 68

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

Phoenix Wealth Advisors's ARTY Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 0.22% in Q2 2026, buying an estimated $3.38K and bringing the position to 22,829 shares worth $1.74M. The position accounts for 0.59% of the portfolio, ranked #38.

Phoenix Wealth Advisors first reported a position in ARTY in Q2 2023 and has held it in 13 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Phoenix Wealth Advisors held 22,829 shares of iShares Future AI & Tech ETF worth $1.74M as of Q2 2026.
  • Phoenix Wealth Advisors bought 51 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $3.38K.
  • iShares Future AI & Tech ETF made up 0.59% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Phoenix Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 13 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.