Waddell & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Waddell & Associates’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	$2.38M	Buy	31,260 +525	+2%	+$34.8K	0.12%	58
2026 Q1	$1.43M	Hold	30,735	–	–	0.08%	79
2025 Q4	$1.48M	Hold	30,735	–	–	0.1%	59
2025 Q3	$1.41M	Hold	30,735	–	–	0.12%	55
2025 Q2	$1.26M	Hold	30,735	–	–	0.13%	50
2025 Q1	$967K	Buy	30,735 +25	+0.1%	+$927	0.12%	54
2024 Q4	$1.14M	Hold	30,710	–	–	0.12%	48
2024 Q3	$1.05M	Buy	30,710 +3,016	+11%	+$100K	0.13%	50
2024 Q2	$919K	Sell	27,694 -397	-1%	-$13.2K	0.12%	50
2024 Q1	$965K	Hold	28,091	–	–	0.13%	49
2023 Q4	$969K	Buy	28,091 +13,670	+95%	+$433K	0.13%	47
2023 Q3	$440K	Buy	14,421 +7,815	+118%	+$252K	0.06%	91
2023 Q2	$218K	Buy	+6,606	New	+$203K	0.03%	158

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

Waddell & Associates's ARTY Position: Q2 2026 in Review

Waddell & Associates increased its iShares Future AI & Tech ETF (ARTY) stake by 1.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 31,260 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #58.

Waddell & Associates first reported a position in ARTY in Q2 2023 and has held it in 13 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

Waddell & Associates held 31,260 shares of iShares Future AI & Tech ETF worth $2.38M as of Q2 2026.
Waddell & Associates bought 525 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $34.8K.
iShares Future AI & Tech ETF made up 0.12% of Waddell & Associates's portfolio in Q2 2026, its #58 holding.
Waddell & Associates first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 13 quarters since.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.