IZRL — ARK ETF TR

Ownership history in EWG Elevate Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ARK ETF TR (IZRL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q1)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 14,357 -3,220 -18.3% 0.12% $390K $26.49
2025 Q1 ADDED 17,577 +2,121 +13.7% 0.14% $377K $20.91
2024 Q4 INITIATED 15,456 — — 0.11% $346K $21.83
% of Fund (quarterly)    IZRL price (monthly, adj. close)

Other funds also holding IZRL

As of 2025 Q4 — sorted by position size

Fortitude Family Office, LLC 0.05% WealthCollab, LLC 0.04% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.01% Activest Wealth Management 3Y 0.01% Milestone Investment Advisors LLC 3Y 0.0% Abound Wealth Management 0.0% CX Institutional 3Y 7Y 0.0% SHP Wealth Management 0.0% McIlrath & Eck, LLC 3Y 7Y 0.0%
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