SageView Advisory Group
IZRL icon

SageView Advisory Group’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-10
Closed -$311 – 1520
2025
Q4 		$311 Buy
+10
New +$293 ﹤0.01% 2482

Other funds holding IZRL

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

SageView Advisory Group's IZRL Position: Q1 2026 in Review

SageView Advisory Group sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2026, closing a stake of 10 shares — an estimated $311 sold.

SageView Advisory Group first reported a position in IZRL in Q4 2025 and held it in 1 quarter. The position peaked at $311 in Q4 2025. 51 funds tracked by Wall St. Rank hold IZRL as of Q1 2026.

  • SageView Advisory Group reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 10 ARK Israel Innovative Technology ETF shares in Q1 2026, an estimated $311.
  • SageView Advisory Group first reported a position in ARK Israel Innovative Technology ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ARK Israel Innovative Technology ETF position peaked at $311 in Q4 2025.
  • 51 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.