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Moloney Securities Asset Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Moloney Securities Asset 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
Q3 		$252K Sell
8,649
-252
-3% -$7K 0.03% 396
2025
Q2 		$242K Sell
8,901
-752
-8% -$17.6K 0.03% 411
2025
Q1 		$207K Sell
9,653
-804
-8% -$18.8K 0.03% 428
2024
Q4 		$234K Buy
10,457
+35
+0.3% +$735 0.03% 390
2024
Q3 		$206K Hold
10,422
– – 0.03% 436
2024
Q2 		$208K Sell
10,422
-1,003
-9% -$20K 0.03% 420
2024
Q1 		$240K Hold
11,425
– – 0.04% 384
2023
Q4 		$223K Hold
11,425
– – 0.04% 390
2023
Q3 		$211K Sell
11,425
-2,007
-15% -$38.4K 0.04% 370
2023
Q2 		$254K Sell
13,432
-59
-0.4% -$1.05K 0.04% 336
2023
Q1 		$236K Sell
13,491
-500
-4% -$8.98K 0.04% 361
2022
Q4 		$245K Sell
13,991
-4,513
-24% -$79.5K 0.05% 327
2022
Q3 		$319K Hold
18,504
– – 0.08% 260
2022
Q2 		$344K Sell
18,504
-1,504
-8% -$30.9K 0.08% 246
2022
Q1 		$484K Sell
20,008
-50
-0.2% -$1.24K 0.09% 228
2021
Q4 		$572K Buy
20,058
+49
+0.2% +$1.45K 0.1% 224
2021
Q3 		$586K Buy
20,009
+1,000
+5% +$30.2K 0.11% 225
2021
Q2 		$609K Hold
19,009
– – 0.11% 216
2021
Q1 		$598K Buy
+19,009
New +$631K 0.12% 206

Other funds holding IZRL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Ackerman Asset Management Rockville, Maryland $143M AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moloney Securities Asset Management's IZRL Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its ARK Israel Innovative Technology ETF (IZRL) stake by 2.8% in Q3 2025, selling an estimated $7K and leaving 8,649 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #396.

Moloney Securities Asset Management first reported a position in IZRL in Q1 2021 and has held it in 19 quarters since. The position peaked at $609K in Q2 2021. 42 funds tracked by Wall St. Rank hold IZRL as of Q3 2025.

  • Moloney Securities Asset Management held 8,649 shares of ARK Israel Innovative Technology ETF worth $252K as of Q3 2025.
  • Moloney Securities Asset Management sold 252 ARK Israel Innovative Technology ETF shares in Q3 2025, an estimated $7K.
  • ARK Israel Innovative Technology ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #396 holding.
  • Moloney Securities Asset Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and has held it in 19 quarters since.
  • Moloney Securities Asset Management's ARK Israel Innovative Technology ETF position peaked at $609K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.