Wealth Management Partners
ARTY icon

Wealth Management Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wealth Management Partners’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 		$5.15M Buy
65,700
+145
+0.2% +$10.6K 1.21% 19
2026
Q2 		$4.99M Buy
65,555
+3,897
+6% +$258K 1.17% 19
2026
Q1 		$2.87M Buy
61,658
+9,772
+19% +$490K 0.82% 32
2025
Q4 		$2.5M Buy
51,886
+4,156
+9% +$200K 0.71% 33
2025
Q3 		$2.19M Buy
+47,730
New +$2.05M 0.69% 33

Other funds holding ARTY

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Wealth Management Partners's ARTY Position: Q3 2026 in Review

Wealth Management Partners increased its iShares Future AI & Tech ETF (ARTY) stake by 0.22% in Q3 2026, buying an estimated $10.6K and bringing the position to 65,700 shares worth $5.15M. The position accounts for 1.21% of the portfolio, ranked #19.

Wealth Management Partners first reported a position in ARTY in Q3 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Wealth Management Partners held 65,700 shares of iShares Future AI & Tech ETF worth $5.15M as of Q3 2026.
  • Wealth Management Partners bought 145 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $10.6K.
  • iShares Future AI & Tech ETF made up 1.21% of Wealth Management Partners's portfolio in Q3 2026, its #19 holding.
  • Wealth Management Partners first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.