SAG
ARTY

SageView Advisory Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

SageView Advisory Group’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
-726
Closed -$35K – 2543
2025
Q4 		$35K Buy
+726
New +$35K ﹤0.01% 1219

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's ARTY Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 726 shares — an estimated $35K sold.

SageView Advisory Group first reported a position in ARTY in Q4 2025 and held it in 1 quarter. The position peaked at $35K in Q4 2025. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 726 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $35K.
  • SageView Advisory Group first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Future AI & Tech ETF position peaked at $35K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.