Raymond James Financial
ARTY

Raymond James Financial’s iShares Future AI & Tech ETF ARTY Stock Holding History

Raymond James Financial’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
Q1 		$17.8M Buy
381,972
+45,148
+13% +$2.27M 0.01% 1563
2025
Q4 		$16.2M Buy
336,824
+102,862
+44% +$4.96M 0.01% 1586
2025
Q3 		$10.7M Buy
233,962
+18,371
+9% +$789K ﹤0.01% 1868
2025
Q2 		$8.84M Buy
215,591
+90,054
+72% +$3.15M ﹤0.01% 1967
2025
Q1 		$3.95M Buy
125,537
+56,246
+81% +$2.09M ﹤0.01% 2485
2024
Q4 		$2.57M Buy
+69,291
New +$2.52M ﹤0.01% 2795

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's ARTY Position: Q1 2026 in Review

Raymond James Financial increased its iShares Future AI & Tech ETF (ARTY) stake by 13% in Q1 2026, buying an estimated $2.27M and bringing the position to 381,972 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #1563.

Raymond James Financial first reported a position in ARTY in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Raymond James Financial held 381,972 shares of iShares Future AI & Tech ETF worth $17.8M as of Q1 2026.
  • Raymond James Financial bought 45,148 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $2.27M.
  • iShares Future AI & Tech ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1563 holding.
  • Raymond James Financial first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.