SCG
ARTY

Sonata Capital Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Sonata Capital Group’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 		$446K Hold
5,850
– – 0.14% 84
2026
Q1 		$272K Hold
5,850
– – 0.1% 107
2025
Q4 		$282K Buy
5,850
+325
+6% +$15.7K 0.1% 103
2025
Q3 		$253K Hold
5,525
– – 0.09% 109
2025
Q2 		$227K Buy
+5,525
New +$193K 0.09% 114
2021
Q3 		– Sell
-5,175
Closed -$232K – 130
2021
Q2 		$232K Buy
5,175
+375
+8% +$16.2K 0.11% 118
2021
Q1 		$207K Buy
+4,800
New +$217K 0.1% 122

Other funds holding ARTY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sonata Capital Group's ARTY Position: Q2 2026 in Review

Sonata Capital Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 5,850 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #84.

Sonata Capital Group first reported a position in ARTY in Q1 2021 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Sonata Capital Group held 5,850 shares of iShares Future AI & Tech ETF worth $446K as of Q2 2026.
  • Sonata Capital Group left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.14% of Sonata Capital Group's portfolio in Q2 2026, its #84 holding.
  • Sonata Capital Group first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.