SWM
ARTY

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

Steelhead 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 		– Sell
-57,693
Closed -$2.68M – 102
2026
Q1 		$2.68M Buy
+57,693
New +$2.9M 1.36% 17

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

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

Steelhead Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 57,693 shares — an estimated $2.68M sold.

Steelhead Wealth Management first reported a position in ARTY in Q1 2026 and held it in 1 quarter. The position peaked at $2.68M in Q1 2026. 403 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Steelhead Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Steelhead Wealth Management sold 57,693 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $2.68M.
  • Steelhead Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2026 and held it in 1 quarter.
  • Steelhead Wealth Management's iShares Future AI & Tech ETF position peaked at $2.68M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.