Strategic Advocates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Strategic Advocates’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	$46.8K	Sell	614 -40	-6%	-$2.65K	0.18%	87
2026 Q1	$30.4K	Sell	654 -41,217	-98%	-$2.07M	0.13%	104
2025 Q4	$2.04M	Buy	41,871 +1,169	+3%	+$56.3K	0.52%	33
2025 Q3	$1.86M	Buy	40,702 +1,671	+4%	+$71.8K	0.49%	35
2025 Q2	$1.6M	Buy	39,031 +2,078	+6%	+$72.7K	0.48%	36
2025 Q1	$1.16M	Buy	36,953 +9,068	+33%	+$336K	0.4%	37
2024 Q4	$1.03M	Buy	27,885 +4,868	+21%	+$177K	0.35%	45
2024 Q3	$788K	Buy	23,017 +7,680	+50%	+$255K	0.28%	53
2024 Q2	$509K	Buy	+15,337	New	+$512K	0.2%	66

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Advocates's ARTY Position: Q2 2026 in Review

Strategic Advocates reduced its iShares Future AI & Tech ETF (ARTY) stake by 6.1% in Q2 2026, selling an estimated $2.65K and leaving 614 shares worth $46.8K. The position accounts for 0.18% of the portfolio, ranked #87.

Strategic Advocates first reported a position in ARTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q4 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Strategic Advocates held 614 shares of iShares Future AI & Tech ETF worth $46.8K as of Q2 2026.
Strategic Advocates sold 40 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $2.65K.
iShares Future AI & Tech ETF made up 0.18% of Strategic Advocates's portfolio in Q2 2026, its #87 holding.
Strategic Advocates first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Advocates's iShares Future AI & Tech ETF position peaked at $2.04M in Q4 2025.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.