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
2026 Q2	$199M	Buy	+266,000	New	+$194M	13.24%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Bank Hapoalim BM's IVV Position: Q2 2026 in Review

Bank Hapoalim BM opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 266,000 shares worth $199M. The stake represents 13.24% of the portfolio and ranks #2 among its holdings. This is a return to the name: Bank Hapoalim BM previously reported a position in IVV as recently as Q2 2025.

Bank Hapoalim BM first reported a position in IVV in Q4 2013 and has held it in 21 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bank Hapoalim BM held 266,000 shares of iShares Core S&P 500 ETF worth $199M as of Q2 2026.
iShares Core S&P 500 ETF was a new Bank Hapoalim BM position in Q2 2026.
iShares Core S&P 500 ETF made up 13.24% of Bank Hapoalim BM's portfolio in Q2 2026, its #2 holding.
Bank Hapoalim BM first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 21 quarters since.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bank Hapoalim BM's 13F filing for Q2 2026, filed 5 Aug 2026.