SC
ARTY

Stephens Consulting’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stephens Consulting’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
2025
Q4 		$820 Hold
17
– – ﹤0.01% 411
2025
Q3 		$779 Hold
17
– – ﹤0.01% 365
2025
Q2 		$697 Sell
17
-1
-6% -$35 ﹤0.01% 802
2025
Q1 		$567 Hold
18
– – ﹤0.01% 897
2024
Q4 		$668 Hold
18
– – ﹤0.01% 492
2024
Q3 		$617 Hold
18
– – ﹤0.01% 490
2024
Q2 		$598 Buy
+18
New +$600 ﹤0.01% 622

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stephens Consulting's ARTY Position: Q4 2025 in Review

Stephens Consulting held its iShares Future AI & Tech ETF (ARTY) position steady in Q4 2025 at 17 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Stephens Consulting first reported a position in ARTY in Q2 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold ARTY as of Q4 2025.

  • Stephens Consulting held 17 shares of iShares Future AI & Tech ETF worth $820 as of Q4 2025.
  • Stephens Consulting left its iShares Future AI & Tech ETF share count unchanged in Q4 2025.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #411 holding.
  • Stephens Consulting first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.