WBG
ARTY

Wharton Business Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wharton Business Group’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 		$70.5M Sell
930,967
-23,950
-3% -$1.59M 2.36% 14
2026
Q1 		$44.4M Buy
954,917
+235
+0% +$11.8K 1.68% 18
2025
Q4 		$46M Sell
954,682
-34,360
-3% -$1.66M 1.75% 18
2025
Q3 		$45.3M Buy
989,042
+22,740
+2% +$977K 1.98% 17
2025
Q2 		$39.6M Buy
966,302
+113,980
+13% +$3.99M 1.67% 20
2025
Q1 		$26.8M Buy
852,322
+53,655
+7% +$1.99M 1.21% 22
2024
Q4 		$29.6M Buy
798,667
+439,580
+122% +$16M 1.34% 21
2024
Q3 		$12.3M Buy
359,087
+113,990
+47% +$3.78M 0.55% 43
2024
Q2 		$8.13M Buy
245,097
+14,640
+6% +$488K 0.42% 44
2024
Q1 		$7.92M Buy
230,457
+24,580
+12% +$827K 0.38% 44
2023
Q4 		$7.1M Sell
205,877
-18,245
-8% -$578K 0.36% 46
2023
Q3 		$6.84M Buy
224,122
+12,510
+6% +$404K 0.38% 48
2023
Q2 		$6.99M Sell
211,612
-21,250
-9% -$653K 0.46% 40
2023
Q1 		$7.31M Buy
232,862
+73,705
+46% +$2.18M 0.44% 42
2022
Q4 		$4.06M Sell
159,157
-63,465
-29% -$1.6M 0.24% 58
2022
Q3 		$5.3M Buy
222,622
+280
+0.1% +$7.66K 0.36% 48
2022
Q2 		$5.88M Buy
222,342
+32,060
+17% +$936K 0.39% 43
2022
Q1 		$6.54M Buy
190,282
+6,130
+3% +$219K 0.4% 41
2021
Q4 		$7.62M Buy
184,152
+14,590
+9% +$639K 0.47% 39
2021
Q3 		$7.18M Buy
169,562
+40,660
+32% +$1.78M 0.73% 22
2021
Q2 		$5.79M Buy
128,902
+27,255
+27% +$1.18M 0.45% 39
2021
Q1 		$4.38M Buy
101,647
+9,915
+11% +$447K 0.34% 41
2020
Q4 		$3.65M Buy
91,732
+950
+1% +$34.5K 0.3% 44
2020
Q3 		$2.97M Sell
90,782
-690
-0.8% -$22.2K 0.27% 43
2020
Q2 		$2.71M Buy
+91,472
New +$2.42M 0.26% 43

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wharton Business Group's ARTY Position: Q2 2026 in Review

Wharton Business Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.5% in Q2 2026, selling an estimated $1.59M and leaving 930,967 shares worth $70.5M. The position accounts for 2.36% of the portfolio, ranked #14.

Wharton Business Group first reported a position in ARTY in Q2 2020 and has held it in 25 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Wharton Business Group held 930,967 shares of iShares Future AI & Tech ETF worth $70.5M as of Q2 2026.
  • Wharton Business Group sold 23,950 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $1.59M.
  • iShares Future AI & Tech ETF made up 2.36% of Wharton Business Group's portfolio in Q2 2026, its #14 holding.
  • Wharton Business Group first reported a position in iShares Future AI & Tech ETF in Q2 2020 and has held it in 25 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.