Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BBPWM
Blue Bell Private Wealth Management’s
ARK Israel Innovative Technology ETF
IZRL
Stock Holding History
Blue Bell Private 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
$2.5K
Hold
93
–
–
﹤0.01%
642
2025
Q4
$2.78K
Hold
93
–
–
﹤0.01%
630
2025
Q3
$2.71K
Hold
93
–
–
﹤0.01%
625
2025
Q2
$2.53K
Hold
93
–
–
﹤0.01%
619
2025
Q1
$2K
Hold
93
–
–
﹤0.01%
627
2024
Q4
$2.08K
Hold
93
–
–
﹤0.01%
588
2024
Q3
$1.84K
Hold
93
–
–
﹤0.01%
612
2024
Q2
$1.85K
Hold
93
–
–
﹤0.01%
624
2024
Q1
$1.96K
Hold
93
–
–
﹤0.01%
633
2023
Q4
$1.81K
Hold
93
–
–
﹤0.01%
630
2023
Q3
$1.72K
Hold
93
–
–
﹤0.01%
585
2023
Q2
$1.76K
Hold
93
–
–
﹤0.01%
590
2023
Q1
$1.62K
Hold
93
–
–
﹤0.01%
569
2022
Q4
$1.63K
Hold
93
–
–
﹤0.01%
587
2022
Q3
$2K
Hold
93
–
–
﹤0.01%
600
2022
Q2
$2K
Hold
93
–
–
﹤0.01%
641
2022
Q1
$2K
Hold
93
–
–
﹤0.01%
695
2021
Q4
$3K
Buy
93
+33
+55%
+$977
﹤0.01%
620
2021
Q3
$2K
Hold
60
–
–
﹤0.01%
168
2021
Q2
$2K
Hold
60
–
–
﹤0.01%
171
2021
Q1
$2K
Hold
60
–
–
﹤0.01%
163
2020
Q4
$0
Hold
60
–
–
﹤0.01%
158
2020
Q3
$2K
Hold
60
–
–
﹤0.01%
160
2020
Q2
$0
Hold
60
–
–
﹤0.01%
195
2020
Q1
$1K
Buy
+60
New
+$1.28K
﹤0.01%
197
Other funds holding IZRL
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close