WealthCollab, LLC IZRL — ARK ETF TR

Ownership history in WealthCollab, LLC  ·  9 quarters on record

AI Ownership Summary

WealthCollab, LLC reported ARK ETF TR (IZRL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows IZRL at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IZRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthCollab, LLC's position in ARK ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IZRL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IZRL stock page WealthCollab, LLC fund profile WealthCollab, LLC full holdings
How WealthCollab, LLC held IZRL — position size vs. price
% of Fund (quarterly)    IZRL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,259 — 0% 0.04% $88K 2026-05-13 $30.43
2025 Q4 UNCHANGED — — — 3,259 — 0% 0.04% $97K 2026-01-27 $31.85
2025 Q3 UNCHANGED — — — 3,259 — 0% 0.04% $95K 2025-11-13 $28.57
2025 Q2 UNCHANGED — — — 3,259 — 0% 0.05% $89K 2025-08-15 $26.51
2025 Q1 UNCHANGED — — — 3,259 — 0% 0.04% $70K 2025-05-14 $23.55
2024 Q4 UNCHANGED — — — 3,259 — 0% 0.05% $73K 2025-02-14 $24.34
2024 Q3 UNCHANGED — — — 3,259 — 0% 0.04% $65K 2024-11-14 $20.30
2024 Q2 UNCHANGED — — — 3,259 — 0% 0.05% $69K 2024-08-13 $18.66
2024 Q1 INITIATED — — — 3,259 — — 0.05% $69K 2024-05-10 $19.37

🏢 Other funds also holding IZRL

As of 2026 Q1 — sorted by position size

Ackerman Asset Management, LLC 0.33% Signature Equity Partners, LLC 0.02% Global Assets Advisory, LLC 3Y 0.02% Provenance Wealth Advisors, LLC 0.01% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.01% Activest Wealth Management 3Y 0.01% Rialto Wealth Management, LLC 0.0% Arlington Trust Co LLC 0.0% Milestone Investment Advisors LLC 3Y 0.0% STIFEL FINANCIAL CORP 3Y 7Y 0.0%

FAQ About WealthCollab, LLC and IZRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthCollab, LLC reported owning IZRL?

WealthCollab, LLC reported IZRL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IZRL position in WealthCollab, LLC's portfolio?

The largest reported portfolio weight for IZRL was 0.05% in 2024 Q1.

What is the latest reported IZRL position on this page?

The most recent filing on this page is 2026 Q1, when WealthCollab, LLC reported 3,259 shares, equal to 0.04% of portfolio, with an estimated market value of $88K.

What does the chart on this IZRL ownership page compare?

The chart compares WealthCollab, LLC's quarterly IZRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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