Betterment LLC’s ARK Innovation ETF ARKK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
5,793
-388
| -6% | -$27.3K | ﹤0.01% | 397 |
|
|
2025
Q1 | $294K | Sell |
6,181
-448
| -7% | -$21.3K | ﹤0.01% | 405 |
|
|
2024
Q4 | $376K | Sell |
6,629
-1,948
| -23% | -$110K | ﹤0.01% | 355 |
|
|
2024
Q3 | $408K | Sell |
8,577
-492
| -5% | -$23.4K | ﹤0.01% | 333 |
|
|
2024
Q2 | $399K | Sell |
9,069
-77
| -0.8% | -$3.39K | ﹤0.01% | 312 |
|
|
2024
Q1 | $458K | Sell |
9,146
-12,800
| -58% | -$641K | ﹤0.01% | 268 |
|
|
2023
Q4 | $1.15M | Sell |
21,946
-853
| -4% | -$44.7K | ﹤0.01% | 164 |
|
|
2023
Q3 | $904K | Sell |
22,799
-364
| -2% | -$14.4K | ﹤0.01% | 176 |
|
|
2023
Q2 | $1.02M | Buy |
23,163
+720
| +3% | +$31.8K | ﹤0.01% | 152 |
|
|
2023
Q1 | $905K | Buy |
22,443
+1,896
| +9% | +$76.5K | ﹤0.01% | 158 |
|
|
2022
Q4 | $642K | Buy |
20,547
+3,212
| +19% | +$100K | ﹤0.01% | 172 |
|
|
2022
Q3 | $691K | Hold |
17,335
| – | – | ﹤0.01% | 162 |
|
|
2022
Q2 | $691K | Sell |
17,335
-6,654
| -28% | -$265K | ﹤0.01% | 162 |
|
|
2022
Q1 | $1.59M | Sell |
23,989
-28,176
| -54% | -$1.87M | 0.01% | 121 |
|
|
2021
Q4 | $4.93M | Buy |
52,165
+11,968
| +30% | +$1.13M | 0.02% | 85 |
|
|
2021
Q3 | $4.44M | Buy |
40,197
+18,476
| +85% | +$2.04M | 0.01% | 83 |
|
|
2021
Q2 | $2.84M | Buy |
+21,721
| New | +$2.84M | 0.01% | 92 |
|