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SHP Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

SHP Wealth 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
2026
Q2 		$16.2K Buy
533
+100
+23% +$3K ﹤0.01% 841
2026
Q1 		$11.7K Buy
433
+36
+9% +$1.05K ﹤0.01% 860
2025
Q4 		$11.9K Buy
+397
New +$11.6K ﹤0.01% 792

Other funds holding IZRL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Ackerman Asset Management Rockville, Maryland $167M AUM 20.31% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

SHP Wealth Management's IZRL Position: Q2 2026 in Review

SHP Wealth Management increased its ARK Israel Innovative Technology ETF (IZRL) stake by 23% in Q2 2026, buying an estimated $3K and bringing the position to 533 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

SHP Wealth Management first reported a position in IZRL in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold IZRL as of Q2 2026.

  • SHP Wealth Management held 533 shares of ARK Israel Innovative Technology ETF worth $16.2K as of Q2 2026.
  • SHP Wealth Management bought 100 ARK Israel Innovative Technology ETF shares in Q2 2026, an estimated $3K.
  • ARK Israel Innovative Technology ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #841 holding.
  • SHP Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.