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Joel Isaacson & Co’s ARK Innovation ETF ARKK Stock Holding History

Joel Isaacson & Co’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
2021
Q3 		– Sell
-200
Closed -$2K – 309
2021
Q2 		$2K Buy
+200
New +$23.3K ﹤0.01% 293

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

Joel Isaacson & Co's ARKK Position: Q1 2026 in Review

Joel Isaacson & Co increased its ARK Innovation ETF (ARKK) stake by 0.58% in Q1 2026, buying an estimated $1.48K and bringing the position to 3,491 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #407.

Joel Isaacson & Co first reported a position in ARKK in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.22M in Q2 2021. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Joel Isaacson & Co held 3,491 shares of ARK Innovation ETF worth $236K as of Q1 2026.
  • Joel Isaacson & Co bought 20 ARK Innovation ETF shares in Q1 2026, an estimated $1.48K.
  • ARK Innovation ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #407 holding.
  • Joel Isaacson & Co first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 20 quarters since.
  • Joel Isaacson & Co's ARK Innovation ETF position peaked at $2.22M in Q2 2021.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.