RWML
ARTY

RAFFA WEALTH MANAGEMENT, LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-981
Closed -$45.6K – 1688
2026
Q1 		$45.6K Sell
981
-100
-9% -$5.02K 0.01% 172
2025
Q4 		$52.1K Buy
1,081
+242
+29% +$11.7K 0.01% 161
2025
Q3 		$38.4K Buy
839
+126
+18% +$5.41K 0.01% 180
2025
Q2 		$29.2K Buy
+713
New +$24.9K 0.01% 218

Other funds holding ARTY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ARTY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 981 shares — an estimated $45.6K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ARTY in Q2 2025 and held it in 4 quarters. The position peaked at $52.1K in Q4 2025. 156 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 981 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $45.6K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Future AI & Tech ETF in Q2 2025 and held it in 4 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Future AI & Tech ETF position peaked at $52.1K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.