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

Phoenix 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
2021
Q4 		– Sell
-877
Closed -$26K – 247
2021
Q3 		$26K Hold
877
– – 0.02% 243
2021
Q2 		$28K Hold
877
– – 0.02% 229
2021
Q1 		$28K Buy
877
+160
+22% +$5.31K 0.02% 232
2020
Q4 		$21K Buy
+717
New +$19.4K 0.02% 249

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Phoenix Wealth Advisors's IZRL Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2021, closing a stake of 877 shares — an estimated $26K sold.

Phoenix Wealth Advisors first reported a position in IZRL in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q2 2021. 74 funds tracked by Wall St. Rank hold IZRL as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 877 ARK Israel Innovative Technology ETF shares in Q4 2021, an estimated $26K.
  • Phoenix Wealth Advisors first reported a position in ARK Israel Innovative Technology ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's ARK Israel Innovative Technology ETF position peaked at $28K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.