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 Q2	$388K	Buy	+5,100	New	+$338K	0.19%	62

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

Taylor & Morgan Wealth Management's ARTY Position: Q2 2026 in Review

Taylor & Morgan Wealth Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 5,100 shares worth $388K. The stake represents 0.19% of the portfolio and ranks #62 among its holdings.

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

Taylor & Morgan Wealth Management held 5,100 shares of iShares Future AI & Tech ETF worth $388K as of Q2 2026.
iShares Future AI & Tech ETF was a new Taylor & Morgan Wealth Management position in Q2 2026.
iShares Future AI & Tech ETF made up 0.19% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #62 holding.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.