ARKG added on weakness rather than waiting for a bounce. The rest of the day's trades, plus ARK's scorecard against the S&P 500.

Generated from ARK's own holdings data.
Cathie Wood's ARK Invest bought an estimated $8.6M of Ionis Pharmaceuticals Inc (IONS) on 15 Sep 2026, through ARKG. It came after a 11% drop over the previous week.
When cash came into an ARK fund, every stock in it moves by the same percentage — about 0.9% that day. IONS grew 29%, so this was a choice, not plumbing.
It is part of a pattern: over the last 30 days ARK is a net buyer of Ionis Pharmaceuticals Inc, $11.7M across 4 trades.
ARK made 22 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| TXG 10X Genomics Inc | ARKG and ARKK | −$22.6M |
| CRCL Circle Internet Group Inc | ARKK and ARKW | −$13.9M |
| GOOG Alphabet Inc | ARKK | −$13.2M |
| AMD Advanced Micro Devices | ARKK and ARKW | −$10.1M |
| IONS Ionis Pharmaceuticals IncBought after a 11% drop this week | ARKG | +$8.6M |
| META Meta Platforms Inc | ARKW | +$7.3M |
The 30-day picture: Nvidia Corp ($75.8M), Broadcom Inc ($61.0M), Cerebras Systems Inc ($60.9M) have taken the most new money. The biggest sales over the same period: Advanced Micro Devices ($153.9M), Palantir Technologies Inc ($73.6M), Twist Bioscience Corp ($59.6M).
This year ARKG is ahead of the market — +84.2% against +14.0% for the S&P 500.
Over the past month ARKG returned +7.9% to the index's +0.9%. The biggest contributors: 10X Genomics Inc (+21%, 10% of the fund), Arcturus Therapeutics Holdin (+95%, 1% of the fund), Tempus AI Inc (+15%, 7% of the fund).
Over the past year the gap is wider: ARKG returned +100.1% against +18.5% for the S&P 500, 82 points apart.
Over five years the gap is 118 points. ARKG is 52% below its all-time high from Jan 2021, having fallen as much as 84% at its worst in Apr 2025.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKG | +7.9% | +84.2% | +100.1% | -31.7% |
| S&P 500 (SPY) | +0.9% | +14.0% | +18.5% | +85.8% |
| Nasdaq-100 (QQQ) | +4.8% | +21.5% | +25.9% | +105.3% |
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.