AWM
IZRL icon

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
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

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Morgan Stanley
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LPL Financial
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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Ackerman Asset Management Rockville, Maryland $143M AUM 16.36% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return