Wealth Enhancement Advisory Services
ARTY icon

Wealth Enhancement Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.63M Buy
33,572
+2,755
+9% +$201K ﹤0.01% 1491
2026
Q2 		$2.23M Buy
30,817
+10,948
+55% +$726K ﹤0.01% 1498
2026
Q1 		$948K Sell
19,869
-11,348
-36% -$570K ﹤0.01% 1840
2025
Q4 		$1.59M Sell
31,217
-50,680
-62% -$2.44M ﹤0.01% 1659
2025
Q3 		$3.93M Sell
81,897
-6,607
-7% -$284K 0.01% 1075
2025
Q2 		$3.66M Buy
88,504
+40,953
+86% +$1.43M 0.01% 1049
2025
Q1 		$1.5M Buy
47,551
+10,249
+27% +$380K ﹤0.01% 1393
2024
Q4 		$1.38M Buy
37,302
+8,316
+29% +$302K ﹤0.01% 1370
2024
Q3 		$992K Buy
28,986
+339
+1% +$11.3K ﹤0.01% 1404
2024
Q2 		$951K Buy
28,647
+9,051
+46% +$302K ﹤0.01% 1305
2024
Q1 		$673K Sell
19,596
-1,240
-6% -$41.7K ﹤0.01% 1421
2023
Q4 		$719K Buy
20,836
+2,103
+11% +$66.6K ﹤0.01% 1308
2023
Q3 		$572K Buy
+18,733
New +$605K ﹤0.01% 1357

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's ARTY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Future AI & Tech ETF (ARTY) stake by 8.9% in Q3 2026, buying an estimated $201K and bringing the position to 33,572 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Wealth Enhancement Advisory Services first reported a position in ARTY in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.93M in Q3 2025. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,572 shares of iShares Future AI & Tech ETF worth $2.63M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,755 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $201K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1491 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Future AI & Tech ETF position peaked at $3.93M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.