Toth Financial Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

Toth Financial Advisory’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	$16.4K	Hold	210	–	–	﹤0.01%	532
2026 Q2	$16K	Hold	210	–	–	﹤0.01%	531
2026 Q1	$9.77K	Hold	210	–	–	﹤0.01%	563
2025 Q4	$10.1K	Hold	210	–	–	﹤0.01%	548
2025 Q3	$9.61K	Hold	210	–	–	﹤0.01%	541
2025 Q2	$8.61K	Hold	210	–	–	﹤0.01%	503
2025 Q1	$6.61K	Hold	210	–	–	﹤0.01%	499
2024 Q4	$7.79K	Hold	210	–	–	﹤0.01%	475
2024 Q3	$7.19K	Hold	210	–	–	﹤0.01%	486
2024 Q2	$6.97K	Hold	210	–	–	﹤0.01%	490
2024 Q1	$7.21K	Hold	210	–	–	﹤0.01%	484
2023 Q4	$7.25K	Hold	210	–	–	﹤0.01%	488
2023 Q3	$6.41K	Buy	+210	New	+$6.78K	﹤0.01%	493

Other funds holding ARTY

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Toth Financial Advisory's ARTY Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 210 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Toth Financial Advisory first reported a position in ARTY in Q3 2023 and has held it in 13 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Toth Financial Advisory held 210 shares of iShares Future AI & Tech ETF worth $16.4K as of Q3 2026.
Toth Financial Advisory left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #532 holding.
Toth Financial Advisory first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 13 quarters since.
38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.