TMWM
ARTY icon

Taylor & Morgan Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Taylor & Morgan Wealth Management’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
Q3 		$399K Hold
5,100
– – 0.19% 61
2026
Q2 		$388K Buy
+5,100
New +$338K 0.19% 62

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Taylor & Morgan Wealth Management's ARTY Position: Q3 2026 in Review

Taylor & Morgan Wealth Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 5,100 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #61.

Taylor & Morgan Wealth Management first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Taylor & Morgan Wealth Management held 5,100 shares of iShares Future AI & Tech ETF worth $399K as of Q3 2026.
  • Taylor & Morgan Wealth Management left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up 0.19% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.