VA
ARTY

Valmark Advisers’s iShares Future AI & Tech ETF ARTY Stock Holding History

Valmark Advisers’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 		$391K Sell
5,137
-432
-8% -$28.6K ﹤0.01% 560
2026
Q1 		$259K Buy
+5,569
New +$279K ﹤0.01% 615
2025
Q4 		– Sell
-5,824
Closed -$267K – 688
2025
Q3 		$267K Hold
5,824
– – ﹤0.01% 583
2025
Q2 		$239K Buy
+5,824
New +$204K ﹤0.01% 594
2025
Q1 		– Sell
-6,820
Closed -$253K – 628
2024
Q4 		$253K Buy
6,820
+804
+13% +$29.2K ﹤0.01% 546
2024
Q3 		$206K Buy
+6,016
New +$200K ﹤0.01% 576

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Valmark Advisers's ARTY Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Future AI & Tech ETF (ARTY) stake by 7.8% in Q2 2026, selling an estimated $28.6K and leaving 5,137 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Valmark Advisers first reported a position in ARTY in Q3 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Valmark Advisers held 5,137 shares of iShares Future AI & Tech ETF worth $391K as of Q2 2026.
  • Valmark Advisers sold 432 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $28.6K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #560 holding.
  • Valmark Advisers first reported a position in iShares Future AI & Tech ETF in Q3 2024 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.