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

Milestone Investment 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
2026
Q2 		$5.65K Hold
186
– – ﹤0.01% 133
2026
Q1 		$5.01K Hold
186
– – ﹤0.01% 134
2025
Q4 		$5.56K Hold
186
– – ﹤0.01% 128
2025
Q3 		$5.42K Buy
+186
New +$5.17K ﹤0.01% 121

Other funds holding IZRL

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAM
Ackerman Asset Management Rockville, Maryland $167M AUM 20.31% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return

Milestone Investment Advisors's IZRL Position: Q2 2026 in Review

Milestone Investment Advisors held its ARK Israel Innovative Technology ETF (IZRL) position steady in Q2 2026 at 186 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Milestone Investment Advisors first reported a position in IZRL in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold IZRL as of Q2 2026.

  • Milestone Investment Advisors held 186 shares of ARK Israel Innovative Technology ETF worth $5.65K as of Q2 2026.
  • Milestone Investment Advisors left its ARK Israel Innovative Technology ETF share count unchanged in Q2 2026.
  • ARK Israel Innovative Technology ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Milestone Investment Advisors first reported a position in ARK Israel Innovative Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.