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

AE 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	$12.5K	Hold	412	–	–	﹤0.01%	2343
2026 Q1	$11.1K	Buy	+412	New	+$12.1K	﹤0.01%	2257
2025 Q1	–	Sell	-150	Closed	-$3.36K	–	2222
2024 Q4	$3.36K	Buy	+150	New	+$3.15K	﹤0.01%	1953
2021 Q4	–	Sell	-6,855	Closed	-$201K	–	1738
2021 Q3	$201K	Sell	6,855 -800	-10%	-$24.2K	﹤0.01%	1528
2021 Q2	$245K	Sell	7,655 -290	-4%	-$9.09K	﹤0.01%	1424
2021 Q1	$250K	Buy	+7,945	New	+$264K	﹤0.01%	1320

Other funds holding IZRL

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Ackerman Asset Management Rockville, Maryland $167M AUM 20.31% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return

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

AE Wealth Management held its ARK Israel Innovative Technology ETF (IZRL) position steady in Q2 2026 at 412 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

AE Wealth Management first reported a position in IZRL in Q1 2021 and has held it in 6 quarters since. The position peaked at $250K in Q1 2021. 54 funds tracked by Wall St. Rank hold IZRL as of Q2 2026.

AE Wealth Management held 412 shares of ARK Israel Innovative Technology ETF worth $12.5K as of Q2 2026.
AE Wealth Management left its ARK Israel Innovative Technology ETF share count unchanged in Q2 2026.
ARK Israel Innovative Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2343 holding.
AE Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and has held it in 6 quarters since.
AE Wealth Management's ARK Israel Innovative Technology ETF position peaked at $250K in Q1 2021.
54 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.