WLPWM
IZRL icon

Walled Lake Planning & Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-250
Closed -$7K – 211
2021
Q3 		$7K Hold
250
– – ﹤0.01% 274
2021
Q2 		$8K Hold
250
– – 0.01% 259
2021
Q1 		$8K Buy
+250
New +$8.3K 0.01% 248

Other funds holding IZRL

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IZRL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2021, closing a stake of 250 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in IZRL in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 74 funds tracked by Wall St. Rank hold IZRL as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 250 ARK Israel Innovative Technology ETF shares in Q4 2021, an estimated $7K.
  • Walled Lake Planning & Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's ARK Israel Innovative Technology ETF position peaked at $8K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.