PAW
ARTY

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
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

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

Plan A Wealth's ARTY Position: Q2 2026 in Review

Plan A Wealth held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 7,993 shares worth $609K. The position accounts for 0.26% of the portfolio, ranked #63.

Plan A Wealth first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q4 2024. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Plan A Wealth held 7,993 shares of iShares Future AI & Tech ETF worth $609K as of Q2 2026.
  • Plan A Wealth left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.26% of Plan A Wealth's portfolio in Q2 2026, its #63 holding.
  • Plan A Wealth first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's iShares Future AI & Tech ETF position peaked at $2.19M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.