IFG
ARKK icon

Independent Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Independent Financial Group’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 		$1.31M Sell
16,257
-1,739
-10% -$133K 0.02% 587
2026
Q1 		$1.22M Sell
17,996
-841
-4% -$62.4K 0.03% 553
2025
Q4 		$1.45M Buy
18,837
+273
+1% +$22.6K 0.03% 500
2025
Q3 		$1.6M Sell
18,564
-542
-3% -$41.4K 0.04% 454
2025
Q2 		$1.34M Sell
19,106
-451
-2% -$24.9K 0.04% 453
2025
Q1 		$931K Sell
19,557
-7,248
-27% -$415K 0.03% 501
2024
Q4 		$1.52M Buy
26,805
+5,497
+26% +$295K 0.05% 361
2024
Q3 		$1.01M Sell
21,308
-100,809
-83% -$4.53M 0.04% 443
2024
Q2 		$5.37M Sell
122,117
-23,251
-16% -$1.04M 0.22% 91
2024
Q1 		$7.28M Sell
145,368
-23,541
-14% -$1.15M 0.33% 59
2023
Q4 		$8.85M Buy
168,909
+38,517
+30% +$1.67M 0.47% 28
2023
Q3 		$5.17M Buy
130,392
+34,875
+37% +$1.54M 0.34% 54
2023
Q2 		$4.22M Buy
95,517
+35,067
+58% +$1.39M 0.29% 66
2023
Q1 		$2.44M Buy
60,450
+30,484
+102% +$1.17M 0.2% 118
2022
Q4 		$936K Buy
29,966
+8,594
+40% +$307K 0.08% 252
2022
Q3 		$806K Sell
21,372
-5,711
-21% -$254K 0.07% 271
2022
Q2 		$1.08M Buy
27,083
+5,196
+24% +$247K 0.12% 211
2022
Q1 		$1.45M Sell
21,887
-8,603
-28% -$607K 0.12% 174
2021
Q4 		$2.88M Sell
30,490
-7,731
-20% -$844K 0.24% 81
2021
Q3 		$4.22M Buy
38,221
+5,208
+16% +$627K 0.43% 39
2021
Q2 		$4.32M Sell
33,013
-4,000
-11% -$466K 0.46% 35
2021
Q1 		$4.44M Buy
37,013
+5,169
+16% +$699K 0.57% 28
2020
Q4 		$3.96M Buy
31,844
+16,831
+112% +$1.82M 0.58% 28
2020
Q3 		$1.38M Buy
15,013
+2,663
+22% +$228K 0.26% 92
2020
Q2 		$881K Buy
+12,350
New +$722K 0.19% 132

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's ARKK Position: Q2 2026 in Review

Independent Financial Group reduced its ARK Innovation ETF (ARKK) stake by 9.7% in Q2 2026, selling an estimated $133K and leaving 16,257 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #587.

Independent Financial Group first reported a position in ARKK in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.85M in Q4 2023. 632 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Independent Financial Group held 16,257 shares of ARK Innovation ETF worth $1.31M as of Q2 2026.
  • Independent Financial Group sold 1,739 ARK Innovation ETF shares in Q2 2026, an estimated $133K.
  • ARK Innovation ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #587 holding.
  • Independent Financial Group first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's ARK Innovation ETF position peaked at $8.85M in Q4 2023.
  • 632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.