SIS
ARTY

Sound Income Strategies’s iShares Future AI & Tech ETF ARTY Stock Holding History

Sound Income Strategies’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 		$109K Sell
2,281
-225
-9% -$11.3K 0.01% 571
2025
Q4 		$129K Buy
+2,506
New +$121K 0.01% 519

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 $377B AUM 19.32% 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 $2.65B AUM 20.73% 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

Sound Income Strategies's ARTY Position: Q1 2026 in Review

Sound Income Strategies reduced its iShares Future AI & Tech ETF (ARTY) stake by 9% in Q1 2026, selling an estimated $11.3K and leaving 2,281 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #571.

Sound Income Strategies first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $129K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Sound Income Strategies held 2,281 shares of iShares Future AI & Tech ETF worth $109K as of Q1 2026.
  • Sound Income Strategies sold 225 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Future AI & Tech ETF made up 0.01% of Sound Income Strategies's portfolio in Q1 2026, its #571 holding.
  • Sound Income Strategies first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • Sound Income Strategies's iShares Future AI & Tech ETF position peaked at $129K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.