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
Q2 		$243K Sell
3,186
-1,179
-27% -$78.1K 0.02% 267
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 $1.89T 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

SHP Wealth Management's ARTY Position: Q2 2026 in Review

SHP Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 27% in Q2 2026, selling an estimated $78.1K and leaving 3,186 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #267.

SHP Wealth Management first reported a position in ARTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 403 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • SHP Wealth Management held 3,186 shares of iShares Future AI & Tech ETF worth $243K as of Q2 2026.
  • SHP Wealth Management sold 1,179 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $78.1K.
  • iShares Future AI & Tech ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #267 holding.
  • SHP Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares Future AI & Tech ETF position peaked at $325K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.