TS Financial Group (TSFG)’s iShares Future AI & Tech ETF ARTY Stock Holding History

TS Financial Group (TSFG)’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	$340K	Sell	4,469 -173	-4%	-$11.5K	0.04%	147
2026 Q1	$216K	Sell	4,642 -6	-0.1%	-$301	0.03%	175
2025 Q4	$224K	Sell	4,648 -316	-6%	-$15.2K	0.03%	164
2025 Q3	$227K	Sell	4,964 -34	-0.7%	-$1.46K	0.04%	164
2025 Q2	$205K	Sell	4,998 -24,901	-83%	-$871K	0.04%	162
2025 Q1	$940K	Buy	29,899 +2,382	+9%	+$88.3K	0.19%	78
2024 Q4	$1.02M	Buy	27,517 +642	+2%	+$23.3K	0.21%	72
2024 Q3	$920K	Buy	26,875 +399	+2%	+$13.2K	0.2%	72
2024 Q2	$879K	Buy	26,476 +14,873	+128%	+$496K	0.21%	70
2024 Q1	$399K	Buy	11,603 +8,456	+269%	+$284K	0.1%	110
2023 Q4	$109K	Buy	3,147 +142	+5%	+$4.5K	0.03%	197
2023 Q3	$92K	Buy	+3,005	New	+$97K	0.03%	210

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

TS Financial Group (TSFG)'s ARTY Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Future AI & Tech ETF (ARTY) stake by 3.7% in Q2 2026, selling an estimated $11.5K and leaving 4,469 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #147.

TS Financial Group (TSFG) first reported a position in ARTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2024. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

TS Financial Group (TSFG) held 4,469 shares of iShares Future AI & Tech ETF worth $340K as of Q2 2026.
TS Financial Group (TSFG) sold 173 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $11.5K.
iShares Future AI & Tech ETF made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #147 holding.
TS Financial Group (TSFG) first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 12 quarters since.
TS Financial Group (TSFG)'s iShares Future AI & Tech ETF position peaked at $1.02M in Q4 2024.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.