RIL
ARTY

Rothschild Investment LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Rothschild Investment LLC’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 		$592K Hold
7,771
– – 0.02% 547
2026
Q1 		$362K Hold
7,771
– – 0.02% 493
2025
Q4 		$374K Hold
7,771
– – 0.02% 440
2025
Q3 		$356K Hold
7,771
– – 0.02% 435
2025
Q2 		$319K Hold
7,771
– – 0.02% 411
2025
Q1 		$244K Hold
7,771
– – 0.02% 460
2024
Q4 		$288K Hold
7,771
– – 0.02% 431
2024
Q3 		$266K Buy
+7,771
New +$258K 0.02% 448

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

Rothschild Investment LLC's ARTY Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 7,771 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #547.

Rothschild Investment LLC first reported a position in ARTY in Q3 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Rothschild Investment LLC held 7,771 shares of iShares Future AI & Tech ETF worth $592K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #547 holding.
  • Rothschild Investment LLC first reported a position in iShares Future AI & Tech ETF in Q3 2024 and has held it in 8 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.