RWM
ARTY

Raffa Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Raffa Wealth 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 		– Sell
-981
Closed -$45.6K – 1688
2026
Q1 		$45.6K Sell
981
-100
-9% -$5.02K 0.01% 172
2025
Q4 		$52.1K Buy
1,081
+242
+29% +$11.7K 0.01% 161
2025
Q3 		$38.4K Buy
839
+126
+18% +$5.41K 0.01% 180
2025
Q2 		$29.2K Buy
+713
New +$24.9K 0.01% 218

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raffa Wealth Management's ARTY Position: Q2 2026 in Review

Raffa Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 981 shares — an estimated $45.6K sold.

Raffa Wealth Management first reported a position in ARTY in Q2 2025 and held it in 4 quarters. The position peaked at $52.1K in Q4 2025. 376 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Raffa Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 981 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $45.6K.
  • Raffa Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2025 and held it in 4 quarters.
  • Raffa Wealth Management's iShares Future AI & Tech ETF position peaked at $52.1K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.