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Montag & Associates’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Montag & Associates’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
Q4 		– Sell
-476
Closed -$13.9K – 1062
2025
Q3 		$13.9K Hold
476
– – ﹤0.01% 724
2025
Q2 		$12.9K Hold
476
– – ﹤0.01% 721
2025
Q1 		$10.2K Hold
476
– – ﹤0.01% 785
2024
Q4 		$10.7K Hold
476
– – ﹤0.01% 779
2024
Q3 		$9.43K Hold
476
– – ﹤0.01% 814
2024
Q2 		$9.49K Hold
476
– – ﹤0.01% 777
2024
Q1 		$10K Hold
476
– – ﹤0.01% 763
2023
Q4 		$9.29K Hold
476
– – ﹤0.01% 780
2023
Q3 		$8.79K Hold
476
– – ﹤0.01% 756
2023
Q2 		$9.01K Hold
476
– – ﹤0.01% 768
2023
Q1 		$8.31K Hold
476
– – ﹤0.01% 765
2022
Q4 		$8.34K Hold
476
– – ﹤0.01% 751
2022
Q3 		$8K Hold
476
– – ﹤0.01% 748
2022
Q2 		$9K Hold
476
– – ﹤0.01% 702
2022
Q1 		$12K Hold
476
– – ﹤0.01% 708
2021
Q4 		$14K Hold
476
– – ﹤0.01% 704
2021
Q3 		$14K Hold
476
– – ﹤0.01% 701
2021
Q2 		$15K Hold
476
– – ﹤0.01% 689
2021
Q1 		$15K Hold
476
– – ﹤0.01% 691
2020
Q4 		$14K Buy
+476
New +$12.9K ﹤0.01% 676

Other funds holding IZRL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Montag & Associates's IZRL Position: Q4 2025 in Review

Montag & Associates sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2025, closing a stake of 476 shares — an estimated $13.9K sold.

Montag & Associates first reported a position in IZRL in Q4 2020 and held it in 20 quarters. The position peaked at $15K in Q2 2021. 46 funds tracked by Wall St. Rank hold IZRL as of Q4 2025.

  • Montag & Associates reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 476 ARK Israel Innovative Technology ETF shares in Q4 2025, an estimated $13.9K.
  • Montag & Associates first reported a position in ARK Israel Innovative Technology ETF in Q4 2020 and held it in 20 quarters.
  • Montag & Associates's ARK Israel Innovative Technology ETF position peaked at $15K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.