Fortitude Family Office’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Fortitude Family Office’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	–	Sell	-6,890	Closed	-$206K	–	1988
2025 Q4	$206K	Hold	6,890	–	–	0.05%	137
2025 Q3	$201K	Hold	6,890	–	–	0.05%	142
2025 Q2	$187K	Sell	6,890 -491	-7%	-$11.5K	0.06%	129
2025 Q1	$158K	Hold	7,381	–	–	0.06%	125
2024 Q4	$165K	Hold	7,381	–	–	0.06%	131
2024 Q3	$146K	Buy	+7,381	New	+$145K	0.06%	131
2024 Q2	–	Sell	-9,034	Closed	-$180K	–	1018
2024 Q1	$190K	Hold	9,034	–	–	0.13%	83
2023 Q4	$176K	Buy	+9,034	New	+$158K	0.13%	87

Other funds holding IZRL

UBS Group Zurich, Switzerland $666B 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 $377B 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 $530B AUM 22.01% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Fortitude Family Office's IZRL Position: Q1 2026 in Review

Fortitude Family Office sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2026, closing a stake of 6,890 shares — an estimated $206K sold.

Fortitude Family Office first reported a position in IZRL in Q4 2023 and held it in 8 quarters. The position peaked at $206K in Q4 2025. 51 funds tracked by Wall St. Rank hold IZRL as of Q1 2026.

Fortitude Family Office reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2026 after selling out during the quarter.
Fortitude Family Office sold 6,890 ARK Israel Innovative Technology ETF shares in Q1 2026, an estimated $206K.
Fortitude Family Office first reported a position in ARK Israel Innovative Technology ETF in Q4 2023 and held it in 8 quarters.
Fortitude Family Office's ARK Israel Innovative Technology ETF position peaked at $206K in Q4 2025.
51 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.