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Clearstead Advisors’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Clearstead Advisors’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
2024
Q4 		– Sell
-20
Closed -$397 – 2141
2024
Q3 		$397 Hold
20
– – ﹤0.01% 1970
2024
Q2 		$399 Sell
20
-80
-80% -$1.59K ﹤0.01% 1948
2024
Q1 		$2.01K Buy
+100
New +$2.02K ﹤0.01% 1308

Other funds holding IZRL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Clearstead Advisors's IZRL Position: Q4 2024 in Review

Clearstead Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2024, closing a stake of 20 shares — an estimated $397 sold.

Clearstead Advisors first reported a position in IZRL in Q1 2024 and held it in 3 quarters. The position peaked at $2.01K in Q1 2024. 41 funds tracked by Wall St. Rank hold IZRL as of Q4 2024.

  • Clearstead Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 20 ARK Israel Innovative Technology ETF shares in Q4 2024, an estimated $397.
  • Clearstead Advisors first reported a position in ARK Israel Innovative Technology ETF in Q1 2024 and held it in 3 quarters.
  • Clearstead Advisors's ARK Israel Innovative Technology ETF position peaked at $2.01K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.