Bank Hapoalim BM’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bank Hapoalim BM’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-119,500	Closed	-$14.7M	–	119
2025 Q4	$14.7M	Hold	119,500	–	–	1.28%	20
2025 Q3	$14.4M	Buy	+119,500	New	+$13.7M	1.77%	19
2024 Q3	–	Sell	-163,000	Closed	-$15.1M	–	133
2024 Q2	$15.1M	Hold	163,000	–	–	2.13%	9
2024 Q1	$13.8M	Buy	+163,000	New	+$13.1M	1.78%	16

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank Hapoalim BM's IVW Position: Q1 2026 in Review

Bank Hapoalim BM sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 119,500 shares — an estimated $14.7M sold.

Bank Hapoalim BM first reported a position in IVW in Q1 2024 and held it in 4 quarters. The position peaked at $15.1M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Bank Hapoalim BM reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Bank Hapoalim BM sold 119,500 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.7M.
Bank Hapoalim BM first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and held it in 4 quarters.
Bank Hapoalim BM's iShares S&P 500 Growth ETF position peaked at $15.1M in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.