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 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 $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WFA of San Diego's ARTY Position: Q1 2026 in Review

WFA of San Diego held its iShares Future AI & Tech ETF (ARTY) position steady in Q1 2026 at 750 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #210.

WFA of San Diego first reported a position in ARTY in Q2 2022 and has held it in 10 quarters since. The position peaked at $41K in Q2 2023. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

WFA of San Diego held 750 shares of iShares Future AI & Tech ETF worth $34.9K as of Q1 2026.
WFA of San Diego left its iShares Future AI & Tech ETF share count unchanged in Q1 2026.
iShares Future AI & Tech ETF made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #210 holding.
WFA of San Diego first reported a position in iShares Future AI & Tech ETF in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's iShares Future AI & Tech ETF position peaked at $41K in Q2 2023.
321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.