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ARTY

SWMG LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

SWMG LLC’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 		$496K Buy
+7,090
New +$470K 0.12% 60

Other funds holding ARTY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

SWMG LLC's ARTY Position: Q2 2026 in Review

SWMG LLC opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 7,090 shares worth $496K. The stake represents 0.12% of the portfolio and ranks #60 among its holdings.

186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • SWMG LLC held 7,090 shares of iShares Future AI & Tech ETF worth $496K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new SWMG LLC position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.12% of SWMG LLC's portfolio in Q2 2026, its #60 holding.
  • 186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.