Level Four Advisory Services’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-10,710	Closed	-$198K	–	820
2023 Q3	$198K	Buy	+10,710	New	+$205K	0.01%	688

Other funds holding IZRL

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Level Four Advisory Services's IZRL Position: Q4 2023 in Review

Level Four Advisory Services sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2023, closing a stake of 10,710 shares — an estimated $198K sold.

Level Four Advisory Services first reported a position in IZRL in Q3 2023 and held it in 1 quarter. The position peaked at $198K in Q3 2023. 44 funds tracked by Wall St. Rank hold IZRL as of Q4 2023.

Level Four Advisory Services reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 10,710 ARK Israel Innovative Technology ETF shares in Q4 2023, an estimated $198K.
Level Four Advisory Services first reported a position in ARK Israel Innovative Technology ETF in Q3 2023 and held it in 1 quarter.
Level Four Advisory Services's ARK Israel Innovative Technology ETF position peaked at $198K in Q3 2023.
44 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.