WFA of San Diego’s iShares Future AI & Tech ETF ARTY Stock Holding History

WFA of San Diego’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	–	Sell	-750	Closed	-$34.9K	–	391
2026 Q1	$34.9K	Hold	750	–	–	0.03%	210
2025 Q4	$36.1K	Hold	750	–	–	0.03%	213
2025 Q3	$34.3K	Buy	750 +450	+150%	+$19.3K	0.02%	236
2025 Q2	$12.3K	Buy	+300	New	+$10.5K	0.01%	305
2024 Q3	$13.9K	Hold	405	–	–	0.01%	263
2024 Q2	$13.4K	Buy	+405	New	+$13.5K	0.01%	264
2023 Q3	$12.4K	Sell	405 -835	-67%	-$27K	0.01%	269
2023 Q2	$41K	Buy	+1,240	New	+$38.1K	0.04%	184
2023 Q1	–	Sell	-1,240	Closed	-$31.7K	–	450
2022 Q4	$31.7K	Buy	+1,240	New	+$31.2K	0.02%	243
2022 Q3	–	Sell	-1,240	Closed	-$33K	–	414
2022 Q2	$33K	Buy	+1,240	New	+$36.2K	0.03%	190

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

WFA of San Diego's ARTY Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 750 shares — an estimated $34.9K sold.

WFA of San Diego first reported a position in ARTY in Q2 2022 and held it in 10 quarters. The position peaked at $41K in Q2 2023. 404 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

WFA of San Diego reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 750 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $34.9K.
WFA of San Diego first reported a position in iShares Future AI & Tech ETF in Q2 2022 and held it in 10 quarters.
WFA of San Diego's iShares Future AI & Tech ETF position peaked at $41K in Q2 2023.
404 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.