SVWG
ARTY

Shared Vision Wealth Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Shared Vision Wealth 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
Q2 		$617K Hold
8,104
– – 0.21% 63
2026
Q1 		$377K Hold
8,104
– – 0.15% 75
2025
Q4 		$424K Hold
8,104
– – 0.17% 68
2025
Q3 		$388K Buy
+8,104
New +$348K 0.16% 67

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

Shared Vision Wealth Group's ARTY Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 8,104 shares worth $617K. The position accounts for 0.21% of the portfolio, ranked #63.

Shared Vision Wealth Group first reported a position in ARTY in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Shared Vision Wealth Group held 8,104 shares of iShares Future AI & Tech ETF worth $617K as of Q2 2026.
  • Shared Vision Wealth Group left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.21% of Shared Vision Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Shared Vision Wealth Group first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.