United Capital Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

United Capital Financial Advisors’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	$283K	Buy	+3,716	New	+$246K	﹤0.01%	1390
2025 Q2	–	Sell	-8,270	Closed	-$260K	–	1136
2025 Q1	$260K	Buy	8,270 +400	+5%	+$14.8K	﹤0.01%	933
2024 Q4	$292K	Sell	7,870 -2,722	-26%	-$98.9K	﹤0.01%	892
2024 Q3	$363K	Sell	10,592 -500	-5%	-$16.6K	﹤0.01%	817
2024 Q2	$368K	Buy	+11,092	New	+$370K	﹤0.01%	787

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

United Capital Financial Advisors's ARTY Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,716 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in ARTY as recently as Q1 2025.

United Capital Financial Advisors first reported a position in ARTY in Q2 2024 and has held it in 5 quarters since. The position peaked at $368K in Q2 2024. 404 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

United Capital Financial Advisors held 3,716 shares of iShares Future AI & Tech ETF worth $283K as of Q2 2026.
iShares Future AI & Tech ETF was a new United Capital Financial Advisors position in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1390 holding.
United Capital Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2024 and has held it in 5 quarters since.
United Capital Financial Advisors's iShares Future AI & Tech ETF position peaked at $368K in Q2 2024.
404 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.