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

Physician 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	$76.8K	Hold	1,009	–	–	0.01%	355
2026 Q1	$46.9K	Sell	1,009 -1	-0.1%	-$50	0.01%	415
2025 Q4	$48.6K	Hold	1,010	–	–	0.01%	400
2025 Q3	$46.2K	Sell	1,010 -2,589	-72%	-$111K	0.01%	388
2025 Q2	$148K	Hold	3,599	–	–	0.02%	225
2025 Q1	$113K	Sell	3,599 -1	-0%	-$37	0.02%	238
2024 Q4	$133K	Buy	+3,600	New	+$131K	0.02%	224

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 1,009 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #355.

Physician Wealth Advisors first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q2 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Physician Wealth Advisors held 1,009 shares of iShares Future AI & Tech ETF worth $76.8K as of Q2 2026.
Physician Wealth Advisors left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Physician Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares Future AI & Tech ETF position peaked at $148K in Q2 2025.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.