RWPA
ARTY

Richard W. Paul & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Richard W. Paul & Associates’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 		$5.64K Hold
74
– – ﹤0.01% 252
2026
Q1 		$3.44K Hold
74
– – ﹤0.01% 249
2025
Q4 		$3.56K Sell
74
-95
-56% -$4.58K ﹤0.01% 243
2025
Q3 		$7.74K Sell
169
-167
-50% -$7.17K ﹤0.01% 229
2025
Q2 		$13.8K Buy
+336
New +$11.7K 0.01% 233

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

Richard W. Paul & Associates's ARTY Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 74 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Richard W. Paul & Associates first reported a position in ARTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.8K in Q2 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Richard W. Paul & Associates held 74 shares of iShares Future AI & Tech ETF worth $5.64K as of Q2 2026.
  • Richard W. Paul & Associates left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #252 holding.
  • Richard W. Paul & Associates first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • Richard W. Paul & Associates's iShares Future AI & Tech ETF position peaked at $13.8K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.