IFG
ARKW icon

Independent Financial Group’s ARK Web x.0 ETF ARKW Stock Holding History

Independent Financial Group’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 		$278K Sell
1,917
-40
-2% -$5.6K 0.01% 1288
2026
Q1 		$236K Hold
1,957
– – 0.01% 1295
2025
Q4 		$289K Sell
1,957
-253
-11% -$41K 0.01% 1170
2025
Q3 		$386K Sell
2,210
-763
-26% -$121K 0.01% 966
2025
Q2 		$439K Sell
2,973
-438
-13% -$50K 0.01% 837
2025
Q1 		$323K Sell
3,411
-2,736
-45% -$302K 0.01% 900
2024
Q4 		$664K Sell
6,147
-2,203
-26% -$221K 0.02% 607
2024
Q3 		$711K Sell
8,350
-948
-10% -$75K 0.03% 538
2024
Q2 		$726K Sell
9,298
-834
-8% -$64.3K 0.03% 486
2024
Q1 		$844K Sell
10,132
-213
-2% -$16.1K 0.04% 422
2023
Q4 		$785K Buy
10,345
+196
+2% +$12.2K 0.04% 425
2023
Q3 		$550K Buy
10,149
+1,636
+19% +$97K 0.04% 464
2023
Q2 		$499K Buy
8,513
+558
+7% +$29.1K 0.03% 482
2023
Q1 		$426K Buy
7,955
+277
+4% +$13.5K 0.03% 495
2022
Q4 		$296K Sell
7,678
-3,477
-31% -$152K 0.03% 557
2022
Q3 		$509K Buy
11,155
+718
+7% +$38.9K 0.05% 391
2022
Q2 		$511K Buy
10,437
+292
+3% +$18.1K 0.05% 380
2022
Q1 		$885K Buy
10,145
+1,463
+17% +$132K 0.07% 287
2021
Q4 		$1.03M Sell
8,682
-1,044
-11% -$148K 0.09% 249
2021
Q3 		$1.35M Sell
9,726
-383
-4% -$56.6K 0.14% 155
2021
Q2 		$1.56M Buy
10,109
+5,274
+109% +$756K 0.17% 139
2021
Q1 		$713K Buy
4,835
+2,615
+118% +$422K 0.09% 244
2020
Q4 		$325K Sell
2,220
-42
-2% -$5.38K 0.05% 410
2020
Q3 		$246K Sell
2,262
-179
-7% -$18.1K 0.05% 394
2020
Q2 		$207K Buy
+2,441
New +$172K 0.05% 410

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Independent Financial Group reduced its ARK Web x.0 ETF (ARKW) stake by 2% in Q2 2026, selling an estimated $5.6K and leaving 1,917 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1288.

Independent Financial Group first reported a position in ARKW in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.56M in Q2 2021. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Independent Financial Group held 1,917 shares of ARK Web x.0 ETF worth $278K as of Q2 2026.
  • Independent Financial Group sold 40 ARK Web x.0 ETF shares in Q2 2026, an estimated $5.6K.
  • ARK Web x.0 ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1288 holding.
  • Independent Financial Group first reported a position in ARK Web x.0 ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's ARK Web x.0 ETF position peaked at $1.56M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

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