SPIA
ARTY

Steward Partners Investment Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

Steward Partners Investment Advisory’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 		$3.17M Buy
41,668
+6,129
+17% +$406K 0.02% 732
2026
Q1 		$1.65M Buy
35,539
+17,688
+99% +$888K 0.01% 931
2025
Q4 		$860K Buy
17,851
+3,031
+20% +$146K ﹤0.01% 1142
2025
Q3 		$678K Buy
14,820
+379
+3% +$16.3K ﹤0.01% 1231
2025
Q2 		$592K Buy
14,441
+5,671
+65% +$198K ﹤0.01% 1213
2025
Q1 		$276K Buy
8,770
+3,298
+60% +$122K ﹤0.01% 1487
2024
Q4 		$203K Buy
5,472
+2,196
+67% +$79.8K ﹤0.01% 1603
2024
Q3 		$112K Sell
3,276
-1
-0% -$33 ﹤0.01% 1819
2024
Q2 		$109K Buy
3,277
+94
+3% +$3.13K ﹤0.01% 1738
2024
Q1 		$109K Buy
3,183
+977
+44% +$32.9K ﹤0.01% 1722
2023
Q4 		$76.1K Buy
2,206
+101
+5% +$3.2K ﹤0.01% 1803
2023
Q3 		$64.3K Buy
2,105
+40
+2% +$1.29K ﹤0.01% 1786
2023
Q2 		$68.2K Buy
2,065
+1,995
+2,850% +$61.3K ﹤0.01% 1753
2023
Q1 		$2.2K Buy
+70
New +$2.07K ﹤0.01% 2998
2022
Q3 		– Sell
-20,332
Closed -$537K – 3411
2022
Q2 		$537K Sell
20,332
-37,251
-65% -$1.09M 0.01% 829
2022
Q1 		$1.98M Buy
+57,583
New +$2.06M 0.03% 477

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

Steward Partners Investment Advisory's ARTY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Future AI & Tech ETF (ARTY) stake by 17% in Q2 2026, buying an estimated $406K and bringing the position to 41,668 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #732.

Steward Partners Investment Advisory first reported a position in ARTY in Q1 2022 and has held it in 16 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Steward Partners Investment Advisory held 41,668 shares of iShares Future AI & Tech ETF worth $3.17M as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,129 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $406K.
  • iShares Future AI & Tech ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #732 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Future AI & Tech ETF in Q1 2022 and has held it in 16 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.