IAG Wealth Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.5K	Hold	445	–	–	0.01%	198
2026 Q1	$53.7K	Hold	445	–	–	0.01%	208
2025 Q4	$65.7K	Sell	445 -107	-19%	-$17.4K	0.01%	188
2025 Q3	$96.4K	Hold	552	–	–	0.01%	161
2025 Q2	$81.5K	Hold	552	–	–	0.01%	167
2025 Q1	$52.3K	Hold	552	–	–	0.01%	195
2024 Q4	$59.6K	Hold	552	–	–	0.01%	179
2024 Q3	$47K	Hold	552	–	–	0.01%	192
2024 Q2	$43.1K	Hold	552	–	–	0.01%	192
2024 Q1	$46K	Hold	552	–	–	0.01%	171
2023 Q4	$41.9K	Hold	552	–	–	0.01%	172
2023 Q3	$29.9K	Hold	552	–	–	0.01%	189
2023 Q2	$32.4K	Hold	552	–	–	0.01%	196
2023 Q1	$29.6K	Hold	552	–	–	0.01%	183
2022 Q4	$21.3K	Hold	552	–	–	0.01%	211
2022 Q3	$25K	Hold	552	–	–	0.01%	180
2022 Q2	$27K	Hold	552	–	–	0.01%	172
2022 Q1	$48K	Hold	552	–	–	0.02%	140
2021 Q4	$65K	Hold	552	–	–	0.02%	115
2021 Q3	$77K	Hold	552	–	–	0.03%	93
2021 Q2	$86K	Hold	552	–	–	0.03%	80
2021 Q1	$82K	Sell	552 -158	-22%	-$25.5K	0.03%	80
2020 Q4	$104K	Hold	710	–	–	0.04%	74
2020 Q3	$78K	Buy	710 +10	+1%	+$1.01K	0.04%	80
2020 Q2	$60K	Hold	700	–	–	0.03%	96
2020 Q1	$37K	Buy	+700	New	+$42.6K	0.02%	107

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

IAG Wealth Partners held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 445 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #198.

IAG Wealth Partners first reported a position in ARKW in Q1 2020 and has held it in 26 quarters since. The position peaked at $104K in Q4 2020. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

IAG Wealth Partners held 445 shares of ARK Next Generation Technology ETF worth $64.5K as of Q2 2026.
IAG Wealth Partners left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
ARK Next Generation Technology ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #198 holding.
IAG Wealth Partners first reported a position in ARK Next Generation Technology ETF in Q1 2020 and has held it in 26 quarters since.
IAG Wealth Partners's ARK Next Generation Technology ETF position peaked at $104K in Q4 2020.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

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