WWA
ARTY

WCG Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

WCG Wealth 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 		$1.36M Sell
17,849
-3,492
-16% -$231K 0.03% 354
2026
Q1 		$993K Buy
21,341
+9,129
+75% +$458K 0.03% 380
2025
Q4 		$588K Buy
12,212
+56
+0.5% +$2.7K 0.02% 427
2025
Q3 		$557K Buy
12,156
+248
+2% +$10.7K 0.03% 283
2025
Q2 		$488K Sell
11,908
-27
-0.2% -$944 0.03% 296
2025
Q1 		$375K Sell
11,935
-507
-4% -$18.8K 0.03% 257
2024
Q4 		$461K Buy
12,442
+1,117
+10% +$40.6K 0.03% 264
2024
Q3 		$388K Buy
11,325
+118
+1% +$3.92K 0.03% 288
2024
Q2 		$372K Buy
11,207
+312
+3% +$10.4K 0.03% 258
2024
Q1 		$374K Buy
+10,895
New +$366K 0.03% 237

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

WCG Wealth Advisors's ARTY Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 16% in Q2 2026, selling an estimated $231K and leaving 17,849 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #354.

WCG Wealth Advisors first reported a position in ARTY in Q1 2024 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • WCG Wealth Advisors held 17,849 shares of iShares Future AI & Tech ETF worth $1.36M as of Q2 2026.
  • WCG Wealth Advisors sold 3,492 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $231K.
  • iShares Future AI & Tech ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • WCG Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.