IWC
ARKW icon

Integrated Wealth Concepts’s ARK Web x.0 ETF ARKW Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-1,300
Closed -$227K – 1635
2025
Q3 		$227K Buy
+1,300
New +$206K ﹤0.01% 1781
2024
Q2 		– Sell
-2,639
Closed -$220K – 1648
2024
Q1 		$220K Sell
2,639
-1,790
-40% -$136K ﹤0.01% 1480
2023
Q4 		$336K Sell
4,429
-274
-6% -$17.1K 0.01% 1207
2023
Q3 		$255K Sell
4,703
-2,311
-33% -$137K ﹤0.01% 1309
2023
Q2 		$411K Sell
7,014
-2,429
-26% -$126K 0.01% 1082
2023
Q1 		$506K Buy
+9,443
New +$460K 0.01% 850
2021
Q3 		– Sell
-2,402
Closed -$370K – 939
2021
Q2 		$370K Sell
2,402
-3,795
-61% -$544K 0.01% 605
2021
Q1 		$914K Buy
+6,197
New +$1,000K 0.04% 313

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 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