SS
ARTY

Sunbelt Securities’s iShares Future AI & Tech ETF ARTY Stock Holding History

Sunbelt Securities’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
Q1 		$176K Sell
3,784
-26
-0.7% -$1.3K 0.01% 672
2025
Q4 		$184K Buy
3,810
+166
+5% +$8K 0.01% 665
2025
Q3 		$167K Buy
3,644
+1,602
+78% +$68.8K 0.01% 698
2025
Q2 		$75.7K Sell
2,042
-252
-11% -$8.81K 0.01% 837
2025
Q1 		$72.1K Buy
2,294
+252
+12% +$9.34K 0.01% 818
2024
Q4 		$76.2K Buy
2,042
+615
+43% +$22.3K 0.01% 834
2024
Q3 		$48.9K Sell
1,427
-475
-25% -$15.8K ﹤0.01% 949
2024
Q2 		$63.1K Sell
1,902
-3,658
-66% -$122K 0.01% 846
2024
Q1 		$191K Sell
5,560
-8,054
-59% -$271K 0.02% 547
2023
Q4 		$470K Sell
13,614
-2,159
-14% -$68.4K 0.06% 321
2023
Q3 		$482K Sell
15,773
-5,396
-25% -$174K 0.07% 292
2023
Q2 		$699K Buy
21,169
+8,567
+68% +$263K 0.1% 219
2023
Q1 		$388K Sell
12,602
-1,260
-9% -$37.2K 0.06% 305
2022
Q4 		$354K Sell
13,862
-809
-6% -$20.4K 0.07% 309
2022
Q3 		$350K Sell
14,671
-99
-0.7% -$2.71K 0.07% 297
2022
Q2 		$390K Buy
14,770
+392
+3% +$11.4K 0.08% 287
2022
Q1 		$505K Buy
14,378
+86
+0.6% +$3.07K 0.09% 249
2021
Q4 		$522K Sell
14,292
-543
-4% -$23.8K 0.08% 261
2021
Q3 		$633K Hold
14,835
– – 0.11% 218
2021
Q2 		$633K Sell
14,835
-119
-0.8% -$5.14K 0.11% 218
2021
Q1 		$645K Buy
14,954
+2,466
+20% +$111K 0.13% 195
2020
Q4 		$498K Buy
12,488
+5,644
+82% +$205K 0.1% 231
2020
Q3 		$225K Buy
+6,844
New +$220K 0.06% 296

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's ARTY Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Future AI & Tech ETF (ARTY) stake by 0.68% in Q1 2026, selling an estimated $1.3K and leaving 3,784 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #672.

Sunbelt Securities first reported a position in ARTY in Q3 2020 and has held it in 23 quarters since. The position peaked at $699K in Q2 2023. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Sunbelt Securities held 3,784 shares of iShares Future AI & Tech ETF worth $176K as of Q1 2026.
  • Sunbelt Securities sold 26 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $1.3K.
  • iShares Future AI & Tech ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #672 holding.
  • Sunbelt Securities first reported a position in iShares Future AI & Tech ETF in Q3 2020 and has held it in 23 quarters since.
  • Sunbelt Securities's iShares Future AI & Tech ETF position peaked at $699K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.