SJGA
ARTY

Stephen J. Garry & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stephen J. Garry & Associates’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 		$2.6M Sell
34,114
-715
-2% -$47.4K 1.9% 13
2026
Q1 		$1.62M Buy
34,829
+1,000
+3% +$50.2K 1.3% 16
2025
Q4 		$1.63M Buy
33,829
+1,470
+5% +$70.9K 1.29% 15
2025
Q3 		$1.48M Buy
32,359
+13,944
+76% +$599K 1.18% 16
2025
Q2 		$755K Buy
+18,415
New +$644K 0.65% 22

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

Stephen J. Garry & Associates's ARTY Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.1% in Q2 2026, selling an estimated $47.4K and leaving 34,114 shares worth $2.6M. The position accounts for 1.9% of the portfolio, ranked #13.

Stephen J. Garry & Associates first reported a position in ARTY in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Stephen J. Garry & Associates held 34,114 shares of iShares Future AI & Tech ETF worth $2.6M as of Q2 2026.
  • Stephen J. Garry & Associates sold 715 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $47.4K.
  • iShares Future AI & Tech ETF made up 1.9% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #13 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.