RF
ARTY

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

Roxbury Financial’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 		$545 Hold
7
– – ﹤0.01% 400
2026
Q1 		$333 Hold
7
– – ﹤0.01% 383
2025
Q4 		$345 Hold
7
– – ﹤0.01% 365
2025
Q3 		$327 Hold
7
– – ﹤0.01% 361
2025
Q2 		$293 Hold
7
– – ﹤0.01% 357
2025
Q1 		$257 Hold
7
– – ﹤0.01% 345
2024
Q4 		$265 Buy
+7
New +$254 ﹤0.01% 382

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM

Roxbury Financial's ARTY Position: Q2 2026 in Review

Roxbury Financial held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 7 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Roxbury Financial first reported a position in ARTY in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Roxbury Financial held 7 shares of iShares Future AI & Tech ETF worth $545 as of Q2 2026.
  • Roxbury Financial left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #400 holding.
  • Roxbury Financial first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.