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

Tower View 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
2022 Q2	–	Sell	-30	Closed	-$1K	–	187
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	179
2021 Q4	$1K	Sell	30 -300	-91%	-$8.88K	﹤0.01%	185
2021 Q3	$10K	Buy	330 +150	+83%	+$4.53K	0.01%	180
2021 Q2	$6K	Sell	180 -40	-18%	-$1.25K	﹤0.01%	150
2021 Q1	$7K	Buy	+220	New	+$7.31K	﹤0.01%	149

Other funds holding IZRL

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Tower View Wealth Management's IZRL Position: Q2 2022 in Review

Tower View Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

Tower View Wealth Management first reported a position in IZRL in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q3 2021. 57 funds tracked by Wall St. Rank hold IZRL as of Q2 2022.

Tower View Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 30 ARK Israel Innovative Technology ETF shares in Q2 2022, an estimated $1K.
Tower View Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and held it in 5 quarters.
Tower View Wealth Management's ARK Israel Innovative Technology ETF position peaked at $10K in Q3 2021.
57 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.