IWP
ARKW icon

IAG Wealth Partners’s ARK Web x.0 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
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 $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return