IAG Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.7K	Hold	627	–	–	0.01%	217
2026 Q1	$42.4K	Hold	627	–	–	﹤0.01%	225
2025 Q4	$48.2K	Hold	627	–	–	0.01%	213
2025 Q3	$54.1K	Hold	627	–	–	0.01%	203
2025 Q2	$44.1K	Hold	627	–	–	0.01%	209
2025 Q1	$29.8K	Hold	627	–	–	﹤0.01%	237
2024 Q4	$35.6K	Hold	627	–	–	0.01%	217
2024 Q3	$29.8K	Hold	627	–	–	0.01%	240
2024 Q2	$27.6K	Hold	627	–	–	0.01%	239
2024 Q1	$31.4K	Sell	627 -350	-36%	-$17.1K	0.01%	202
2023 Q4	$51.2K	Hold	977	–	–	0.01%	156
2023 Q3	$38.8K	Hold	977	–	–	0.01%	166
2023 Q2	$43.1K	Hold	977	–	–	0.01%	167
2023 Q1	$39.4K	Hold	977	–	–	0.01%	160
2022 Q4	$30.5K	Hold	977	–	–	0.01%	175
2022 Q3	$37K	Hold	977	–	–	0.01%	148
2022 Q2	$39K	Buy	977 +350	+56%	+$16.7K	0.01%	147
2022 Q1	$42K	Buy	627 +100	+19%	+$7.06K	0.01%	151
2021 Q4	$50K	Hold	527	–	–	0.02%	134
2021 Q3	$59K	Hold	527	–	–	0.02%	112
2021 Q2	$69K	Hold	527	–	–	0.02%	100
2021 Q1	$64K	Sell	527 -206	-28%	-$27.9K	0.02%	98
2020 Q4	$92K	Hold	733	–	–	0.04%	77
2020 Q3	$68K	Sell	733 -107	-13%	-$9.16K	0.03%	86
2020 Q2	$60K	Hold	840	–	–	0.03%	95
2020 Q1	$37K	Buy	+840	New	+$42.8K	0.02%	106

Other funds holding ARKK

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

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

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

IAG Wealth Partners held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 627 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #217.

IAG Wealth Partners first reported a position in ARKK in Q1 2020 and has held it in 26 quarters since. The position peaked at $92K in Q4 2020. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

IAG Wealth Partners held 627 shares of ARK Innovation ETF worth $50.7K as of Q2 2026.
IAG Wealth Partners left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #217 holding.
IAG Wealth Partners first reported a position in ARK Innovation ETF in Q1 2020 and has held it in 26 quarters since.
IAG Wealth Partners's ARK Innovation ETF position peaked at $92K in Q4 2020.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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