Rockefeller Capital Management
ARTY

Rockefeller Capital Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Rockefeller Capital 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 		$3.64M Buy
47,828
+3,332
+7% +$221K 0.01% 1113
2026
Q1 		$2.07M Buy
44,496
+3,357
+8% +$168K ﹤0.01% 1289
2025
Q4 		$1.98M Sell
41,139
-3,620
-8% -$174K ﹤0.01% 1253
2025
Q3 		$2.05M Sell
44,759
-62,468
-58% -$2.68M ﹤0.01% 1154
2025
Q2 		$4.4M Buy
107,227
+1,738
+2% +$60.8K 0.01% 842
2025
Q1 		$3.32M Buy
105,489
+91,130
+635% +$3.38M 0.01% 855
2024
Q4 		$532K Buy
+14,359
New +$522K ﹤0.01% 1452
2023
Q1 		– Sell
-4,621
Closed -$117K – 3951
2022
Q4 		$117K Buy
4,621
+399
+9% +$10K ﹤0.01% 1956
2022
Q3 		$100K Buy
4,222
+101
+2% +$2.76K ﹤0.01% 1993
2022
Q2 		$108K Buy
4,121
+18
+0.4% +$525 ﹤0.01% 1909
2022
Q1 		$141K Buy
4,103
+184
+5% +$6.57K ﹤0.01% 1834
2021
Q4 		$162K Buy
3,919
+226
+6% +$9.89K ﹤0.01% 1733
2021
Q3 		$156K Sell
3,693
-388
-10% -$17K ﹤0.01% 1666
2021
Q2 		$183K Buy
4,081
+3,236
+383% +$140K ﹤0.01% 1542
2021
Q1 		$36K Buy
+845
New +$38.1K ﹤0.01% 2037

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

Rockefeller Capital Management's ARTY Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Future AI & Tech ETF (ARTY) stake by 7.5% in Q2 2026, buying an estimated $221K and bringing the position to 47,828 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1113.

Rockefeller Capital Management first reported a position in ARTY in Q1 2021 and has held it in 15 quarters since. The position peaked at $4.4M in Q2 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Rockefeller Capital Management held 47,828 shares of iShares Future AI & Tech ETF worth $3.64M as of Q2 2026.
  • Rockefeller Capital Management bought 3,332 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $221K.
  • iShares Future AI & Tech ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1113 holding.
  • Rockefeller Capital Management first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 15 quarters since.
  • Rockefeller Capital Management's iShares Future AI & Tech ETF position peaked at $4.4M in Q2 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.