Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.79K Hold
252
– – ﹤0.01% 4930
2025
Q4 		$8K Hold
252
– – ﹤0.01% 4643
2025
Q3 		$7K Hold
252
– – ﹤0.01% 4624
2025
Q2 		$7K Hold
252
– – ﹤0.01% 4455
2025
Q1 		$5K Hold
252
– – ﹤0.01% 4458
2024
Q4 		$6K Sell
252
-300
-54% -$6.3K ﹤0.01% 4121
2024
Q3 		$11K Buy
552
+300
+119% +$5.9K ﹤0.01% 3739
2024
Q2 		$5K Sell
252
-271
-52% -$5.39K ﹤0.01% 3877
2024
Q1 		$11K Hold
523
– – ﹤0.01% 3280
2023
Q4 		$10K Sell
523
-35
-6% -$614 ﹤0.01% 3183
2023
Q3 		$10K Buy
558
+35
+7% +$669 ﹤0.01% 3136
2023
Q2 		$10K Hold
523
– – ﹤0.01% 3083
2023
Q1 		$9K Hold
523
– – ﹤0.01% 3016
2022
Q4 		$9K Sell
523
-295
-36% -$5.2K ﹤0.01% 2862
2022
Q3 		$14K Hold
818
– – ﹤0.01% 2470
2022
Q2 		$15K Hold
818
– – ﹤0.01% 2314
2022
Q1 		$20K Hold
818
– – ﹤0.01% 2082
2021
Q4 		$23K Buy
+818
New +$24.2K ﹤0.01% 1920
2021
Q2 		$18K Hold
547
– – ﹤0.01% 1837
2021
Q1 		$18K Hold
547
– – ﹤0.01% 1836
2020
Q4 		$18K Hold
547
– – ﹤0.01% 1835
2020
Q3 		$18K Hold
547
– – ﹤0.01% 1835
2020
Q2 		$18K Hold
547
– – ﹤0.01% 1835
2020
Q1 		$18K Hold
547
– – ﹤0.01% 1834
2019
Q4 		$18K Hold
547
– – ﹤0.01% 1834
2019
Q3 		$18K Hold
547
– – ﹤0.01% 1834
2019
Q2 		$18K Hold
547
– – ﹤0.01% 1834
2019
Q1 		$18K Buy
547
+301
+122% +$6.34K ﹤0.01% 1834
2018
Q4 		$5K Buy
+246
New +$5.04K ﹤0.01% 1526

Other funds holding IZRL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IZRL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its ARK Israel Innovative Technology ETF (IZRL) position steady in Q1 2026 at 252 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4930.

Carson Wealth (CWM LLC) first reported a position in IZRL in Q4 2018 and has held it in 29 quarters since. The position peaked at $23K in Q4 2021. 51 funds tracked by Wall St. Rank hold IZRL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 252 shares of ARK Israel Innovative Technology ETF worth $6.79K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ARK Israel Innovative Technology ETF share count unchanged in Q1 2026.
  • ARK Israel Innovative Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4930 holding.
  • Carson Wealth (CWM LLC) first reported a position in ARK Israel Innovative Technology ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s ARK Israel Innovative Technology ETF position peaked at $23K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.