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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IAG Wealth Partners's ARKG Position: Q1 2026 in Review

IAG Wealth Partners held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 351 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

IAG Wealth Partners first reported a position in ARKG in Q4 2020 and has held it in 22 quarters since. The position peaked at $33K in Q2 2021. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

IAG Wealth Partners held 351 shares of ARK Genomic Revolution ETF worth $9.27K as of Q1 2026.
IAG Wealth Partners left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #389 holding.
IAG Wealth Partners first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 22 quarters since.
IAG Wealth Partners's ARK Genomic Revolution ETF position peaked at $33K in Q2 2021.
218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.