SRWM
ARTY

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
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

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

Shira Ridge Wealth Management's ARTY Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 65% in Q2 2026, selling an estimated $398K and leaving 3,254 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #71.

Shira Ridge Wealth Management first reported a position in ARTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.08M in Q4 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Shira Ridge Wealth Management held 3,254 shares of iShares Future AI & Tech ETF worth $248K as of Q2 2026.
  • Shira Ridge Wealth Management sold 6,002 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $398K.
  • iShares Future AI & Tech ETF made up 0.09% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Shira Ridge Wealth Management's iShares Future AI & Tech ETF position peaked at $4.08M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.