Carson Wealth (CWM LLC)’s ARK Israel Innovative Technology ETF IZRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
252
| – | – | ﹤0.01% | 4451 |
|
|
2025
Q1 | $5K | Hold |
252
| – | – | ﹤0.01% | 4450 |
|
|
2024
Q4 | $6K | Sell |
252
-300
| -54% | -$7.14K | ﹤0.01% | 4119 |
|
|
2024
Q3 | $11K | Buy |
552
+300
| +119% | +$5.98K | ﹤0.01% | 3737 |
|
|
2024
Q2 | $5K | Sell |
252
-271
| -52% | -$5.38K | ﹤0.01% | 3875 |
|
|
2024
Q1 | $11K | Hold |
523
| – | – | ﹤0.01% | 3278 |
|
|
2023
Q4 | $10K | Sell |
523
-35
| -6% | -$669 | ﹤0.01% | 3180 |
|
|
2023
Q3 | $10K | Buy |
558
+35
| +7% | +$627 | ﹤0.01% | 3134 |
|
|
2023
Q2 | $10K | Hold |
523
| – | – | ﹤0.01% | 3080 |
|
|
2023
Q1 | $9K | Hold |
523
| – | – | ﹤0.01% | 3014 |
|
|
2022
Q4 | $9K | Sell |
523
-295
| -36% | -$5.08K | ﹤0.01% | 2859 |
|
|
2022
Q3 | $14K | Hold |
818
| – | – | ﹤0.01% | 2467 |
|
|
2022
Q2 | $15K | Hold |
818
| – | – | ﹤0.01% | 2311 |
|
|
2022
Q1 | $20K | Hold |
818
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q4 | $23K | Buy |
+818
| New | +$23K | ﹤0.01% | 1918 |
|
|
2021
Q2 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2021
Q1 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q4 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q3 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q2 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q1 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2019
Q4 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2019
Q3 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2019
Q2 | $18K | Hold |
547
| – | – | ﹤0.01% | 1833 |
|
|
2019
Q1 | $18K | Buy |
547
+301
| +122% | +$9.91K | ﹤0.01% | 1833 |
|
|
2018
Q4 | $5K | Buy |
+246
| New | +$5K | ﹤0.01% | 1520 |
|