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

Copia 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
2025
Q1 		– Sell
-101
Closed -$2.26K – 468
2024
Q4 		$2.26K Buy
+101
New +$2.12K ﹤0.01% 353

Other funds holding IZRL

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Ackerman Asset Management Rockville, Maryland $143M AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Copia Wealth Management's IZRL Position: Q1 2025 in Review

Copia Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2025, closing a stake of 101 shares — an estimated $2.26K sold.

Copia Wealth Management first reported a position in IZRL in Q4 2024 and held it in 1 quarter. The position peaked at $2.26K in Q4 2024. 44 funds tracked by Wall St. Rank hold IZRL as of Q1 2025.

  • Copia Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 101 ARK Israel Innovative Technology ETF shares in Q1 2025, an estimated $2.26K.
  • Copia Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's ARK Israel Innovative Technology ETF position peaked at $2.26K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.