IFS Advisors’s ARK Innovation ETF ARKK Stock Holding History

IFS Advisors’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 Q1	$14.4K	Hold	213	–	–	0.01%	102
2025 Q4	$16.4K	Hold	213	–	–	0.01%	76
2025 Q3	$18.4K	Hold	213	–	–	0.01%	68
2025 Q2	$15K	Hold	213	–	–	0.01%	70
2025 Q1	$10.1K	Hold	213	–	–	0.01%	97
2024 Q4	$12.1K	Hold	213	–	–	0.01%	78
2024 Q3	$10.1K	Hold	213	–	–	0.01%	71
2024 Q2	$9.36K	Hold	213	–	–	0.01%	71
2024 Q1	$10.7K	Hold	213	–	–	0.01%	62
2023 Q4	$11.2K	Hold	213	–	–	0.01%	55
2023 Q3	$8.45K	Hold	213	–	–	0.02%	64
2023 Q2	$9.4K	Hold	213	–	–	0.02%	64
2023 Q1	$8.59K	Hold	213	–	–	0.04%	56
2022 Q4	$6.65K	Hold	213	–	–	0.01%	66
2022 Q3	$8K	Hold	213	–	–	0.01%	52
2022 Q2	$8K	Hold	213	–	–	0.02%	52
2022 Q1	$14K	Hold	213	–	–	0.01%	50
2021 Q4	$20K	Buy	+213	New	+$23.3K	0.01%	52
2021 Q1	–	Sell	-213	Closed	-$26K	–	31
2020 Q4	$26K	Buy	+213	New	+$23.1K	0.02%	65

Other funds holding ARKK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

IFS Advisors's ARKK Position: Q1 2026 in Review

IFS Advisors held its ARK Innovation ETF (ARKK) position steady in Q1 2026 at 213 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #102.

IFS Advisors first reported a position in ARKK in Q4 2020 and has held it in 19 quarters since. The position peaked at $26K in Q4 2020. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

IFS Advisors held 213 shares of ARK Innovation ETF worth $14.4K as of Q1 2026.
IFS Advisors left its ARK Innovation ETF share count unchanged in Q1 2026.
ARK Innovation ETF made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #102 holding.
IFS Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's ARK Innovation ETF position peaked at $26K in Q4 2020.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.