Simplex Trading
IZRL icon

Simplex Trading’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Simplex Trading’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 		$13.6K Buy
504
+456
+950% +$13.3K ﹤0.01% 7081
2025
Q4 		$1.43K Sell
48
-115
-71% -$3.37K ﹤0.01% 7933
2025
Q3 		$4K Sell
163
-463
-74% -$12.9K ﹤0.01% 8418
2025
Q2 		$17K Sell
626
-590
-49% -$13.8K ﹤0.01% 6904
2025
Q1 		$26K Buy
+1,216
New +$28.5K ﹤0.01% 6367
2024
Q4 		– Sell
-290
Closed -$5K – 9596
2024
Q3 		$5K Sell
290
-577
-67% -$11.3K ﹤0.01% 7620
2024
Q2 		$17K Buy
867
+500
+136% +$9.95K ﹤0.01% 7032
2024
Q1 		$7K Buy
367
+102
+38% +$2.06K ﹤0.01% 7835
2023
Q4 		$5K Buy
+265
New +$4.65K ﹤0.01% 7865
2022
Q1 		– Sell
-366
Closed -$10K – 11288
2021
Q4 		$10K Buy
+366
New +$10.8K ﹤0.01% 9035

Other funds holding IZRL

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return