SWM
ARTY

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

SHP 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
Q1 		$203K Sell
4,365
-2,370
-35% -$119K 0.02% 268
2025
Q4 		$325K Buy
+6,735
New +$325K 0.03% 189

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's ARTY Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 35% in Q1 2026, selling an estimated $119K and leaving 4,365 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #268.

SHP Wealth Management first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $325K in Q4 2025. 323 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • SHP Wealth Management held 4,365 shares of iShares Future AI & Tech ETF worth $203K as of Q1 2026.
  • SHP Wealth Management sold 2,370 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $119K.
  • iShares Future AI & Tech ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #268 holding.
  • SHP Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Future AI & Tech ETF position peaked at $325K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.