SP
ARTY

Stonebrook Private’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stonebrook Private’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 		$11.6M Sell
151,883
-49,540
-25% -$3.28M 2.11% 10
2026
Q1 		$9.37M Buy
201,423
+168,896
+519% +$8.48M 2% 15
2025
Q4 		$1.57M Buy
+32,527
New +$1.57M 0.33% 61

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

Stonebrook Private's ARTY Position: Q2 2026 in Review

Stonebrook Private reduced its iShares Future AI & Tech ETF (ARTY) stake by 25% in Q2 2026, selling an estimated $3.28M and leaving 151,883 shares worth $11.6M. The position accounts for 2.11% of the portfolio, ranked #10.

Stonebrook Private first reported a position in ARTY in Q4 2025 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Stonebrook Private held 151,883 shares of iShares Future AI & Tech ETF worth $11.6M as of Q2 2026.
  • Stonebrook Private sold 49,540 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Future AI & Tech ETF made up 2.11% of Stonebrook Private's portfolio in Q2 2026, its #10 holding.
  • Stonebrook Private first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.