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
2025 Q4	$311	Buy	+10	New	+$293	﹤0.01%	2482

Other funds holding IZRL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's IZRL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ARK Israel Innovative Technology ETF (IZRL) in Q4 2025: 10 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #2482 among its holdings.

46 funds tracked by Wall St. Rank hold IZRL as of Q4 2025.

SageView Advisory Group held 10 shares of ARK Israel Innovative Technology ETF worth $311 as of Q4 2025.
ARK Israel Innovative Technology ETF was a new SageView Advisory Group position in Q4 2025.
ARK Israel Innovative Technology ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2482 holding.
46 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.