Tyler-Stone Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-100	Closed	-$1.99K	–	633
2024 Q2	$1.99K	Buy	100 +50	+100%	+$995	﹤0.01%	852
2024 Q1	$1.05K	Buy	+50	New	+$1.01K	﹤0.01%	895
2022 Q3	–	Sell	-1,021	Closed	-$19K	–	882
2022 Q2	$19K	Hold	1,021	–	–	0.01%	454
2022 Q1	$25K	Hold	1,021	–	–	0.01%	442
2021 Q4	$29K	Buy	+1,021	New	+$30.2K	0.02%	441

Other funds holding IZRL

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Tyler-Stone Wealth Management's IZRL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q3 2024, closing a stake of 100 shares — an estimated $1.99K sold.

Tyler-Stone Wealth Management first reported a position in IZRL in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 43 funds tracked by Wall St. Rank hold IZRL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 100 ARK Israel Innovative Technology ETF shares in Q3 2024, an estimated $1.99K.
Tyler-Stone Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2021 and held it in 5 quarters.
Tyler-Stone Wealth Management's ARK Israel Innovative Technology ETF position peaked at $29K in Q4 2021.
43 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.