Iron Horse Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$5.13K	Hold	73	–	–	﹤0.01%	370
2025 Q1	$3.47K	Hold	73	–	–	﹤0.01%	405
2024 Q4	$4.14K	Hold	73	–	–	﹤0.01%	321
2024 Q3	$3.47K	Hold	73	–	–	﹤0.01%	332
2024 Q2	$3.21K	Hold	73	–	–	﹤0.01%	312
2024 Q1	$3.66K	Hold	73	–	–	﹤0.01%	286
2023 Q4	$3.82K	Hold	73	–	–	﹤0.01%	295
2023 Q3	$2.9K	Hold	73	–	–	﹤0.01%	320
2023 Q2	$3.22K	Hold	73	–	–	﹤0.01%	203
2023 Q1	$2.94K	Hold	73	–	–	﹤0.01%	232
2022 Q4	$2K	Buy	+73	New	+$2.61K	﹤0.01%	193
2022 Q3	–	Sell	-73	Closed	-$3K	–	144
2022 Q2	$3K	Hold	73	–	–	﹤0.01%	167
2022 Q1	$5K	Hold	73	–	–	﹤0.01%	157
2021 Q4	$7K	Hold	73	–	–	﹤0.01%	132
2021 Q3	$8K	Hold	73	–	–	0.01%	118
2021 Q2	$10K	Hold	73	–	–	0.01%	113
2021 Q1	$9K	Buy	+73	New	+$9.88K	0.01%	110

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Iron Horse Wealth Management's ARKK Position: Q2 2025 in Review

Iron Horse Wealth Management held its ARK Innovation ETF (ARKK) position steady in Q2 2025 at 73 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Iron Horse Wealth Management first reported a position in ARKK in Q1 2021 and has held it in 17 quarters since. The position peaked at $10K in Q2 2021. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

Iron Horse Wealth Management held 73 shares of ARK Innovation ETF worth $5.13K as of Q2 2025.
Iron Horse Wealth Management left its ARK Innovation ETF share count unchanged in Q2 2025.
ARK Innovation ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #370 holding.
Iron Horse Wealth Management first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 17 quarters since.
Iron Horse Wealth Management's ARK Innovation ETF position peaked at $10K in Q2 2021.
573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.