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Independent Wealth Network’s ARK Innovation ETF ARKK Stock Holding History

Independent Wealth Network’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 		– Sell
-4,908
Closed -$378K – 305
2025
Q4 		$378K Sell
4,908
-301
-6% -$24.9K 0.12% 183
2025
Q3 		$450K Sell
5,209
-673
-11% -$51.4K 0.14% 163
2025
Q2 		$413K Sell
5,882
-1,055
-15% -$58.2K 0.15% 156
2025
Q1 		$330K Buy
6,937
+366
+6% +$21K 0.13% 172
2024
Q4 		$373K Sell
6,571
-769
-10% -$41.2K 0.15% 153
2024
Q3 		$349K Buy
7,340
+390
+6% +$17.5K 0.15% 149
2024
Q2 		$305K Buy
6,950
+117
+2% +$5.23K 0.14% 163
2024
Q1 		$342K Sell
6,833
-674
-9% -$32.9K 0.16% 153
2023
Q4 		$393K Buy
7,507
+39
+0.5% +$1.69K 0.21% 124
2023
Q3 		$296K Sell
7,468
-1,114
-13% -$49.1K 0.18% 139
2023
Q2 		$379K Sell
8,582
-1,574
-15% -$62.6K 0.23% 114
2023
Q1 		$410K Sell
10,156
-1,080
-10% -$41.4K 0.26% 94
2022
Q4 		$351K Buy
11,236
+1,371
+14% +$49K 0.24% 104
2022
Q3 		$372K Sell
9,865
-792
-7% -$35.3K 0.29% 91
2022
Q2 		$425K Buy
10,657
+1,223
+13% +$58.2K 0.31% 86
2022
Q1 		$625K Buy
9,434
+2,931
+45% +$207K 0.4% 68
2021
Q4 		$615K Buy
6,503
+317
+5% +$34.6K 0.38% 67
2021
Q3 		$771K Buy
+6,186
New +$745K 0.5% 51

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independent Wealth Network's ARKK Position: Q1 2026 in Review

Independent Wealth Network sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 4,908 shares — an estimated $378K sold.

Independent Wealth Network first reported a position in ARKK in Q3 2021 and held it in 18 quarters. The position peaked at $771K in Q3 2021. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Independent Wealth Network reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 4,908 ARK Innovation ETF shares in Q1 2026, an estimated $378K.
  • Independent Wealth Network first reported a position in ARK Innovation ETF in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's ARK Innovation ETF position peaked at $771K in Q3 2021.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.