RSWM
ARTY

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

Robertson Stephens 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 		$515K Buy
+6,765
New +$448K 0.01% 433
2026
Q1 		– Sell
-6,000
Closed -$289K – 689
2025
Q4 		$289K Buy
6,000
+1,150
+24% +$55.4K 0.01% 528
2025
Q3 		$222K Buy
+4,850
New +$208K 0.01% 498

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

Robertson Stephens Wealth Management's ARTY Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 6,765 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in ARTY as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in ARTY in Q3 2025 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,765 shares of iShares Future AI & Tech ETF worth $515K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.