SWA
ARTY

SOA Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

SOA Wealth Advisors’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 		$47.8K Sell
628
-10
-2% -$663 0.01% 396
2026
Q1 		$29.7K Sell
638
-21
-3% -$1.05K 0.01% 443
2025
Q4 		$31.8K Buy
659
+116
+21% +$5.59K 0.01% 437
2025
Q3 		$24.9K Buy
543
+396
+269% +$17K ﹤0.01% 483
2025
Q2 		$6.04K Hold
147
– – ﹤0.01% 643
2025
Q1 		$4.64K Hold
147
– – ﹤0.01% 639
2024
Q4 		$5.46K Hold
147
– – ﹤0.01% 611
2024
Q3 		$5.04K Hold
147
– – ﹤0.01% 604
2024
Q2 		$4.88K Hold
147
– – ﹤0.01% 607
2024
Q1 		$5.04K Hold
147
– – ﹤0.01% 611
2023
Q4 		$5.06K Buy
147
+1
+0.7% +$32 ﹤0.01% 598
2023
Q3 		$4.46K Buy
+146
New +$4.71K ﹤0.01% 630

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

SOA Wealth Advisors's ARTY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.6% in Q2 2026, selling an estimated $663 and leaving 628 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #396.

SOA Wealth Advisors first reported a position in ARTY in Q3 2023 and has held it in 12 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • SOA Wealth Advisors held 628 shares of iShares Future AI & Tech ETF worth $47.8K as of Q2 2026.
  • SOA Wealth Advisors sold 10 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $663.
  • iShares Future AI & Tech ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • SOA Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.