Retirement Capital Strategies’s iShares Future AI & Tech ETF ARTY Stock Holding History

Retirement Capital Strategies’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	–	Sell	-19,561	Closed	-$942K	–	72
2025 Q4	$942K	Buy	+19,561	New	+$943K	0.35%	43
2023 Q3	–	Sell	-109,654	Closed	-$3.62M	–	74
2023 Q2	$3.62M	Buy	+109,654	New	+$3.37M	1.67%	17
2022 Q2	–	Sell	-7,621	Closed	-$241K	–	73
2022 Q1	$241K	Sell	7,621 -129,260	-94%	-$4.62M	0.1%	51
2021 Q4	$5.67M	Sell	136,881 -7,155	-5%	-$313K	2.08%	14
2021 Q3	$6.1M	Sell	144,036 -1,034	-0.7%	-$45.3K	2.34%	13
2021 Q2	$6.51M	Sell	145,070 -1,002	-0.7%	-$43.3K	2.48%	12
2021 Q1	$6.3M	Sell	146,072 -4,694	-3%	-$212K	2.48%	17
2020 Q4	$6.01M	Sell	150,766 -1,308	-0.9%	-$47.6K	2.44%	15
2020 Q3	$5.05M	Sell	152,074 -194,193	-56%	-$6.24M	2.33%	17
2020 Q2	$10.2M	Buy	+346,267	New	+$9.15M	4.86%	6

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Capital Strategies's ARTY Position: Q1 2026 in Review

Retirement Capital Strategies sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 19,561 shares — an estimated $942K sold.

Retirement Capital Strategies first reported a position in ARTY in Q2 2020 and held it in 10 quarters. The position peaked at $10.2M in Q2 2020. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

Retirement Capital Strategies reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
Retirement Capital Strategies sold 19,561 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $942K.
Retirement Capital Strategies first reported a position in iShares Future AI & Tech ETF in Q2 2020 and held it in 10 quarters.
Retirement Capital Strategies's iShares Future AI & Tech ETF position peaked at $10.2M in Q2 2020.
321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.