RFP
ARTY

Root Financial Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Root Financial Partners’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
-91
Closed -$4.38K – 3558
2025
Q4 		$4.38K Hold
91
– – ﹤0.01% 1803
2025
Q3 		$4.17K Buy
+91
New +$3.91K ﹤0.01% 1791

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's ARTY Position: Q1 2026 in Review

Root Financial Partners sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 91 shares — an estimated $4.38K sold.

Root Financial Partners first reported a position in ARTY in Q3 2025 and held it in 2 quarters. The position peaked at $4.38K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Root Financial Partners reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 91 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $4.38K.
  • Root Financial Partners first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares Future AI & Tech ETF position peaked at $4.38K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.