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Shira Ridge Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Shira Ridge Wealth Management’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
Q3 		$250K Sell
3,191
-63
-2% -$4.58K 0.09% 69
2026
Q2 		$248K Sell
3,254
-6,002
-65% -$398K 0.09% 71
2026
Q1 		$431K Sell
9,256
-75,487
-89% -$3.79M 0.17% 53
2025
Q4 		$4.08M Buy
84,743
+68,245
+414% +$3.29M 1.64% 16
2025
Q3 		$755K Buy
+16,498
New +$709K 0.32% 40

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Shira Ridge Wealth Management's ARTY Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.9% in Q3 2026, selling an estimated $4.58K and leaving 3,191 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #69.

Shira Ridge Wealth Management first reported a position in ARTY in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q4 2025. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Shira Ridge Wealth Management held 3,191 shares of iShares Future AI & Tech ETF worth $250K as of Q3 2026.
  • Shira Ridge Wealth Management sold 63 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $4.58K.
  • iShares Future AI & Tech ETF made up 0.09% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • Shira Ridge Wealth Management's iShares Future AI & Tech ETF position peaked at $4.08M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.