Bank Hapoalim BM’s iShares Core S&P 500 ETF IVV Stock Holding History

Bank Hapoalim BM’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
2025 Q3	–	Sell	-58,100	Closed	-$32.6M	–	127
2025 Q2	$32.6M	Hold	58,100	–	–	4.45%	4
2025 Q1	$32.6M	Hold	58,100	–	–	4.73%	4
2024 Q4	$34.2M	Hold	58,100	–	–	5.53%	3
2024 Q3	$33.5M	Buy	+58,100	New	+$32.3M	5.08%	3
2024 Q2	–	Sell	-77,340	Closed	-$40.7M	–	140
2024 Q1	$40.7M	Hold	77,340	–	–	5.27%	3
2023 Q4	$36.9M	Hold	77,340	–	–	5.05%	2
2023 Q3	$33.2M	Hold	77,340	–	–	5.37%	1
2023 Q2	$34.5M	Hold	77,340	–	–	4.91%	2
2023 Q1	$31.8M	Sell	77,340 -8,600	-10%	-$3.45M	4.39%	3
2022 Q4	$33M	Hold	85,940	–	–	4.11%	2
2022 Q3	$30.8M	Buy	85,940 +52,440	+157%	+$20.9M	3.88%	2
2022 Q2	$12.7M	Hold	33,500	–	–	1.58%	19
2022 Q1	$15.2M	Buy	+33,500	New	+$15M	1.58%	14
2021 Q4	–	Sell	-37,000	Closed	-$15.9M	–	249
2021 Q3	$15.9M	Sell	37,000 -14,857	-29%	-$6.58M	1.67%	10
2021 Q2	$15.9M	Buy	51,857 +14,857	+40%	+$6.22M	1.8%	10
2021 Q1	$14.7M	Buy	+37,000	New	+$14.3M	1.87%	12
2020 Q1	–	Sell	-27,850	Closed	-$9M	–	170
2019 Q4	$9M	Hold	27,850	–	–	1.98%	16
2019 Q3	$8.31M	Buy	+27,850	New	+$8.28M	2.04%	15
2015 Q2	–	Sell	-50,000	Closed	-$10.4M	–	182
2015 Q1	$10.4M	Buy	+50,000	New	+$10.4M	1.9%	15
2014 Q1	–	Sell	-55,000	Closed	-$10.2M	–	155
2013 Q4	$10.2M	Buy	+55,000	New	+$9.79M	3.13%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank Hapoalim BM's IVV Position: Q3 2025 in Review

Bank Hapoalim BM sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 58,100 shares — an estimated $32.6M sold.

Bank Hapoalim BM first reported a position in IVV in Q4 2013 and held it in 20 quarters. The position peaked at $40.7M in Q1 2024. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Bank Hapoalim BM reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Bank Hapoalim BM sold 58,100 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $32.6M.
Bank Hapoalim BM first reported a position in iShares Core S&P 500 ETF in Q4 2013 and held it in 20 quarters.
Bank Hapoalim BM's iShares Core S&P 500 ETF position peaked at $40.7M in Q1 2024.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Bank Hapoalim BM's 13F filing for Q3 2025, filed 29 Oct 2025.