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 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

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

Toth Financial Advisory's ARTY Position: Q2 2026 in Review

Toth Financial Advisory held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 210 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Toth Financial Advisory first reported a position in ARTY in Q3 2023 and has held it in 12 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Toth Financial Advisory held 210 shares of iShares Future AI & Tech ETF worth $16K as of Q2 2026.
Toth Financial Advisory left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #531 holding.
Toth Financial Advisory first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 12 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.