Grey Fox Wealth Advisors’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Grey Fox Wealth 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
2023 Q1	–	Sell	-280	Closed	-$4.9K	–	542
2022 Q4	$4.9K	Buy	+280	New	+$4.93K	﹤0.01%	317

Other funds holding IZRL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Grey Fox Wealth Advisors's IZRL Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2023, closing a stake of 280 shares — an estimated $4.9K sold.

Grey Fox Wealth Advisors first reported a position in IZRL in Q4 2022 and held it in 1 quarter. The position peaked at $4.9K in Q4 2022. 43 funds tracked by Wall St. Rank hold IZRL as of Q1 2023.

Grey Fox Wealth Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 280 ARK Israel Innovative Technology ETF shares in Q1 2023, an estimated $4.9K.
Grey Fox Wealth Advisors first reported a position in ARK Israel Innovative Technology ETF in Q4 2022 and held it in 1 quarter.
Grey Fox Wealth Advisors's ARK Israel Innovative Technology ETF position peaked at $4.9K in Q4 2022.
43 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.