SWM
ARTY

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

Spire 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 		$2.91M Buy
38,144
+37,890
+14,917% +$2.51M 0.09% 207
2026
Q1 		$11.8K Buy
254
+4
+2% +$201 ﹤0.01% 1567
2025
Q4 		$12K Hold
250
– – ﹤0.01% 1649
2025
Q3 		$11.4K Buy
250
+100
+67% +$4.3K ﹤0.01% 1704
2025
Q2 		$6.15K Buy
150
+50
+50% +$1.75K ﹤0.01% 1886
2025
Q1 		$3.15K Hold
100
– – ﹤0.01% 2180
2024
Q4 		$3.71K Hold
100
– – ﹤0.01% 2114
2024
Q3 		$3.42K Buy
+100
New +$3.32K ﹤0.01% 1902
2024
Q2 		– Sell
-70
Closed -$2.41K – 2411
2024
Q1 		$2.41K Sell
70
-153
-69% -$5.15K ﹤0.01% 2054
2023
Q4 		$7.34K Buy
223
+39
+21% +$1.24K ﹤0.01% 1839
2023
Q3 		$5.62K Buy
184
+27
+17% +$871 ﹤0.01% 1916
2023
Q2 		$5.19K Buy
+157
New +$4.82K ﹤0.01% 1990

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

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

Spire Wealth Management increased its iShares Future AI & Tech ETF (ARTY) stake by 14,917% in Q2 2026, buying an estimated $2.51M and bringing the position to 38,144 shares worth $2.91M. The position accounts for 0.09% of the portfolio, ranked #207.

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

  • Spire Wealth Management held 38,144 shares of iShares Future AI & Tech ETF worth $2.91M as of Q2 2026.
  • Spire Wealth Management bought 37,890 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $2.51M.
  • iShares Future AI & Tech ETF made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Spire Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.