Wealth Enhancement Advisory Services
ARTY

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
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

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

Wealth Enhancement Advisory Services's ARTY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Future AI & Tech ETF (ARTY) stake by 55% in Q2 2026, buying an estimated $726K and bringing the position to 30,817 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Wealth Enhancement Advisory Services first reported a position in ARTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q3 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,817 shares of iShares Future AI & Tech ETF worth $2.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,948 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $726K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1498 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Future AI & Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Future AI & Tech ETF position peaked at $3.93M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.