BW
IZRL icon

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

Bison Wealth’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
2020
Q1 		– Sell
-501
Closed -$11K – 371
2019
Q4 		$11K Buy
+501
New +$10.8K 0.01% 348

Other funds holding IZRL

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Bison Wealth's IZRL Position: Q1 2020 in Review

Bison Wealth sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2020, closing a stake of 501 shares — an estimated $11K sold.

Bison Wealth first reported a position in IZRL in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 16 funds tracked by Wall St. Rank hold IZRL as of Q1 2020.

  • Bison Wealth reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 501 ARK Israel Innovative Technology ETF shares in Q1 2020, an estimated $11K.
  • Bison Wealth first reported a position in ARK Israel Innovative Technology ETF in Q4 2019 and held it in 1 quarter.
  • Bison Wealth's ARK Israel Innovative Technology ETF position peaked at $11K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.