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Bank Hapoalim BM’s iShares US Financial Services ETF IYG Stock Holding History

Bank Hapoalim BM’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Sell
6,372
-560
-8% -$49.1K 0.08% 79
2025
Q4 		$639K Sell
6,932
-303
-4% -$27K 0.06% 79
2025
Q3 		$649K Sell
7,235
-200
-3% -$17.6K 0.08% 86
2025
Q2 		$636K Sell
7,435
-483
-6% -$38.3K 0.09% 85
2025
Q1 		$622K Sell
7,918
-202
-2% -$16.3K 0.09% 88
2024
Q4 		$632K Sell
8,120
-846
-9% -$65.3K 0.1% 91
2024
Q3 		$637K Sell
8,966
-355
-4% -$24.4K 0.1% 91
2024
Q2 		$608K Sell
9,321
-921
-9% -$59.8K 0.09% 107
2024
Q1 		$679K Sell
10,242
-1,692
-14% -$105K 0.09% 103
2023
Q4 		$713K Sell
11,934
-1,005
-8% -$54.1K 0.1% 110
2023
Q3 		$667K Sell
12,939
-834
-6% -$45.1K 0.11% 100
2023
Q2 		$725K Sell
13,773
-1,362
-9% -$69K 0.1% 113
2023
Q1 		$762K Sell
15,135
-1,353
-8% -$73.8K 0.11% 117
2022
Q4 		$866K Sell
16,488
-1,587
-9% -$83.2K 0.11% 111
2022
Q3 		$851K Sell
18,075
-1,296
-7% -$68K 0.11% 116
2022
Q2 		$957K Sell
19,371
-1,644
-8% -$89.1K 0.12% 115
2022
Q1 		$1.26M Buy
21,015
+4,596
+28% +$290K 0.13% 110
2021
Q4 		$1.06M Buy
+16,419
New +$1.07M 0.11% 129
2018
Q4 		– Sell
-128,490
Closed -$5.71M – 179
2018
Q3 		$5.71M Sell
128,490
-19,020
-13% -$861K 1.39% 21
2018
Q2 		$6.37M Sell
147,510
-24,150
-14% -$1.07M 1.74% 17
2018
Q1 		$7.49M Sell
171,660
-2,040
-1% -$92.7K 1.94% 14
2017
Q4 		$7.55K Sell
173,700
-3,240
-2% -$135K 1.65% 16
2017
Q3 		$7.07M Buy
176,940
+18,390
+12% +$704K 1.61% 17
2017
Q2 		$5.99M Sell
158,550
-4,440
-3% -$161K 1.43% 17
2017
Q1 		$5.93M Buy
162,990
+2,205
+1% +$80.9K 1.39% 18
2016
Q4 		$5.7M Buy
160,785
+1,680
+1% +$54.8K 1.52% 16
2016
Q3 		$4.65M Sell
159,105
-68,700
-30% -$1.98M 1.1% 25
2016
Q2 		$6.12M Buy
+227,805
New +$6.36M 1.43% 19
2015
Q3 		– Sell
-287,370
Closed -$9M – 173
2015
Q2 		$9M Buy
287,370
+278,070
+2,990% +$8.63M 1.76% 17
2015
Q1 		$198K Sell
9,300
-217,320
-96% -$6.43M 0.04% 159
2014
Q4 		$6.94M Buy
226,620
+21,735
+11% +$640K 1.47% 19
2014
Q3 		$5.88M Buy
204,885
+78,810
+63% +$2.24M 1.37% 20
2014
Q2 		$3.55M Buy
126,075
+1,875
+2% +$51.5K 0.87% 25
2014
Q1 		$3.35M Buy
124,200
+61,440
+98% +$1.7M 0.92% 24
2013
Q4 		$1.73M Buy
+62,760
New +$1.65M 0.53% 43

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank Hapoalim BM reduced its iShares US Financial Services ETF (IYG) stake by 8.1% in Q1 2026, selling an estimated $49.1K and leaving 6,372 shares worth $528K. The position accounts for 0.08% of the portfolio, ranked #79.

Bank Hapoalim BM first reported a position in IYG in Q4 2013 and has held it in 35 quarters since. The position peaked at $9M in Q2 2015. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Bank Hapoalim BM held 6,372 shares of iShares US Financial Services ETF worth $528K as of Q1 2026.
  • Bank Hapoalim BM sold 560 iShares US Financial Services ETF shares in Q1 2026, an estimated $49.1K.
  • iShares US Financial Services ETF made up 0.08% of Bank Hapoalim BM's portfolio in Q1 2026, its #79 holding.
  • Bank Hapoalim BM first reported a position in iShares US Financial Services ETF in Q4 2013 and has held it in 35 quarters since.
  • Bank Hapoalim BM's iShares US Financial Services ETF position peaked at $9M in Q2 2015.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

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