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Able Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Able Wealth Management’s Portfolio IZRL Stock Details IZRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68
Closed -$1.32K – 336
2023
Q4 		$1.32K Buy
+68
New +$1.19K ﹤0.01% 493

Other funds holding IZRL

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Able Wealth Management's IZRL Position: Q1 2024 in Review

Able Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2024, closing a stake of 68 shares — an estimated $1.32K sold.

Able Wealth Management first reported a position in IZRL in Q4 2023 and held it in 1 quarter. The position peaked at $1.32K in Q4 2023. 47 funds tracked by Wall St. Rank hold IZRL as of Q1 2024.

  • Able Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 68 ARK Israel Innovative Technology ETF shares in Q1 2024, an estimated $1.32K.
  • Able Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's ARK Israel Innovative Technology ETF position peaked at $1.32K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.