IAG Wealth Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

IAG Wealth Partners’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Hold	351	–	–	﹤0.01%	346
2026 Q1	$9.27K	Hold	351	–	–	﹤0.01%	389
2025 Q4	$10.2K	Hold	351	–	–	﹤0.01%	356
2025 Q3	$9.75K	Hold	351	–	–	﹤0.01%	377
2025 Q2	$8.55K	Hold	351	–	–	﹤0.01%	362
2025 Q1	$7.29K	Hold	351	–	–	﹤0.01%	369
2024 Q4	$8.26K	Hold	351	–	–	﹤0.01%	369
2024 Q3	$8.99K	Hold	351	–	–	﹤0.01%	356
2024 Q2	$8.24K	Hold	351	–	–	﹤0.01%	353
2024 Q1	$10.1K	Hold	351	–	–	﹤0.01%	312
2023 Q4	$11.5K	Hold	351	–	–	﹤0.01%	289
2023 Q3	$9.78K	Hold	351	–	–	﹤0.01%	298
2023 Q2	$12K	Hold	351	–	–	﹤0.01%	292
2023 Q1	$10.6K	Hold	351	–	–	﹤0.01%	304
2022 Q4	$9.91K	Hold	351	–	–	﹤0.01%	287
2022 Q3	$12K	Hold	351	–	–	﹤0.01%	249
2022 Q2	$11K	Hold	351	–	–	﹤0.01%	266
2022 Q1	$16K	Hold	351	–	–	0.01%	243
2021 Q4	$21K	Hold	351	–	–	0.01%	220
2021 Q3	$27K	Hold	351	–	–	0.01%	173
2021 Q2	$33K	Hold	351	–	–	0.01%	156
2021 Q1	$32K	Hold	351	–	–	0.01%	147
2020 Q4	$33K	Buy	+351	New	+$28K	0.01%	132

Other funds holding ARKG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAG Wealth Partners's ARKG Position: Q2 2026 in Review

IAG Wealth Partners held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 351 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

IAG Wealth Partners first reported a position in ARKG in Q4 2020 and has held it in 23 quarters since. The position peaked at $33K in Q2 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

IAG Wealth Partners held 351 shares of ARK Genomic Revolution ETF worth $14.8K as of Q2 2026.
IAG Wealth Partners left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #346 holding.
IAG Wealth Partners first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 23 quarters since.
IAG Wealth Partners's ARK Genomic Revolution ETF position peaked at $33K in Q2 2021.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.