Ayalon Insurance Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Ayalon Insurance Company’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.69M	Sell	6,260 -2,443	-28%	-$1.78M	0.58%	34
2026 Q1	$5.68M	Buy	8,703 +784	+10%	+$535K	1.16%	22
2025 Q4	$5.42M	Buy	7,919 +360	+5%	+$244K	1.32%	21
2025 Q3	$5.06M	Buy	7,559 +258	+4%	+$166K	1.28%	25
2025 Q2	$4.53M	Buy	7,301 +681	+10%	+$391K	1.31%	23
2025 Q1	$3.72M	Sell	6,620 -3,308	-33%	-$1.95M	1.2%	27
2024 Q4	$5.84M	Buy	9,928 +1,040	+12%	+$616K	1.8%	18
2024 Q3	$5.13M	Buy	8,888 +1,532	+21%	+$852K	1.6%	23
2024 Q2	$4.03M	Buy	7,356 +409	+6%	+$215K	1.33%	26
2024 Q1	$3.65M	Buy	6,947 +339	+5%	+$170K	1.21%	28
2023 Q4	$3.16M	Sell	6,608 -652	-9%	-$292K	1.15%	29
2023 Q3	$3.13M	Buy	7,260 +322	+5%	+$144K	1.32%	23
2023 Q2	$3.09M	Buy	6,938 +844	+14%	+$356K	1.29%	24
2023 Q1	$2.5M	Buy	6,094 +1,239	+26%	+$497K	1.08%	24
2022 Q4	$1.86M	Sell	4,855 -63	-1%	-$24.3K	0.88%	28
2022 Q3	$1.77M	Buy	4,918 +1,334	+37%	+$533K	0.83%	30
2022 Q2	$1.36M	Sell	3,584 -1,772	-33%	-$729K	0.65%	40
2022 Q1	$2.43M	Buy	5,356 +675	+14%	+$302K	0.82%	34
2021 Q4	$2.23M	Buy	4,681 +304	+7%	+$140K	0.76%	38
2021 Q3	$1.91M	Buy	4,377 +959	+28%	+$425K	0.69%	43
2021 Q2	$1.48M	Buy	3,418 +1,676	+96%	+$702K	0.49%	60
2021 Q1	$700K	Buy	1,742 +984	+130%	+$381K	0.27%	70
2020 Q4	$285K	Buy	758 +450	+146%	+$160K	0.13%	80
2020 Q3	$103K	Buy	308 +51	+20%	+$17K	0.06%	82
2020 Q2	$80K	Buy	257 +53	+26%	+$15.6K	0.05%	87
2020 Q1	$50K	Buy	204 +64	+46%	+$19.6K	0.04%	92
2019 Q4	$45K	Hold	140	–	–	0.03%	107
2019 Q3	$41K	Hold	140	–	–	0.03%	108
2019 Q2	$42K	Hold	140	–	–	0.03%	100
2019 Q1	$40K	Buy	+140	New	+$38.3K	0.03%	98

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Ayalon Insurance Company's IVV Position: Q2 2026 in Review

Ayalon Insurance Company reduced its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, selling an estimated $1.78M and leaving 6,260 shares worth $4.69M. The position accounts for 0.58% of the portfolio, ranked #34.

Ayalon Insurance Company first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.84M in Q4 2024. 2,070 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ayalon Insurance Company held 6,260 shares of iShares Core S&P 500 ETF worth $4.69M as of Q2 2026.
Ayalon Insurance Company sold 2,443 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.78M.
iShares Core S&P 500 ETF made up 0.58% of Ayalon Insurance Company's portfolio in Q2 2026, its #34 holding.
Ayalon Insurance Company first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
Ayalon Insurance Company's iShares Core S&P 500 ETF position peaked at $5.84M in Q4 2024.
2,070 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.