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Ayalon Insurance Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ayalon Insurance Company’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,672
Closed -$612K – 149
2021
Q2 		$612K Buy
6,672
+3,092
+86% +$283K 0.2% 86
2021
Q1 		$320K Buy
+3,580
New +$302K 0.13% 87

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Ayalon Insurance Company's IVOO Position: Q3 2021 in Review

Ayalon Insurance Company sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2021, closing a stake of 6,672 shares — an estimated $612K sold.

Ayalon Insurance Company first reported a position in IVOO in Q1 2021 and held it in 2 quarters. The position peaked at $612K in Q2 2021. 169 funds tracked by Wall St. Rank hold IVOO as of Q3 2021.

  • Ayalon Insurance Company reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2021 after selling out during the quarter.
  • Ayalon Insurance Company sold 6,672 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2021, an estimated $612K.
  • Ayalon Insurance Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 2 quarters.
  • Ayalon Insurance Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $612K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2021.

Based on Ayalon Insurance Company's 13F filing for Q3 2021, filed 13 Oct 2021.