Plan A Wealth’s iShares Future AI & Tech ETF ARTY Stock Holding History

Plan A Wealth’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	$626K	Hold	7,993	–	–	0.22%	67
2026 Q2	$609K	Hold	7,993	–	–	0.26%	63
2026 Q1	$372K	Sell	7,993 -416	-5%	-$20.9K	0.18%	100
2025 Q4	$405K	Sell	8,409 -3,637	-30%	-$175K	0.2%	89
2025 Q3	$551K	Sell	12,046 -4,675	-28%	-$201K	0.28%	61
2025 Q2	$686K	Sell	16,721 -25,789	-61%	-$902K	0.39%	41
2025 Q1	$1.34M	Sell	42,510 -16,506	-28%	-$612K	1.04%	27
2024 Q4	$2.19M	Buy	+59,016	New	+$2.14M	2%	15

Other funds holding ARTY

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

MWM

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

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Plan A Wealth's ARTY Position: Q3 2026 in Review

Plan A Wealth held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 7,993 shares worth $626K. The position accounts for 0.22% of the portfolio, ranked #67.

Plan A Wealth first reported a position in ARTY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2024. 21 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Plan A Wealth held 7,993 shares of iShares Future AI & Tech ETF worth $626K as of Q3 2026.
Plan A Wealth left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
iShares Future AI & Tech ETF made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #67 holding.
Plan A Wealth first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's iShares Future AI & Tech ETF position peaked at $2.19M in Q4 2024.
21 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.