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

Abound 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
2026
Q2 		– Sell
-159
Closed -$4.28K – 1475
2026
Q1 		$4.28K Hold
159
– – ﹤0.01% 766
2025
Q4 		$4.75K Buy
+159
New +$4.66K ﹤0.01% 687

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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Abound Wealth Management's IZRL Position: Q2 2026 in Review

Abound Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q2 2026, closing a stake of 159 shares — an estimated $4.28K sold.

Abound Wealth Management first reported a position in IZRL in Q4 2025 and held it in 2 quarters. The position peaked at $4.75K in Q4 2025. 8 funds tracked by Wall St. Rank hold IZRL as of Q2 2026.

  • Abound Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 159 ARK Israel Innovative Technology ETF shares in Q2 2026, an estimated $4.28K.
  • Abound Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2025 and held it in 2 quarters.
  • Abound Wealth Management's ARK Israel Innovative Technology ETF position peaked at $4.75K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.