RWM
ARTY

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

Riverbend 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 		$354K Buy
4,647
+231
+5% +$15.3K 0.18% 129
2026
Q1 		$205K Buy
4,416
+179
+4% +$8.98K 0.12% 149
2025
Q4 		$204K Buy
+4,237
New +$204K 0.13% 146

Other funds holding ARTY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ALC
Alexander Labrunerie & Co Columbia, Missouri $285M AUM 31.66% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

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

Riverbend Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 5.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,647 shares worth $354K. The position accounts for 0.18% of the portfolio, ranked #129.

Riverbend Wealth Management first reported a position in ARTY in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Riverbend Wealth Management held 4,647 shares of iShares Future AI & Tech ETF worth $354K as of Q2 2026.
  • Riverbend Wealth Management bought 231 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Future AI & Tech ETF made up 0.18% of Riverbend Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Riverbend Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.