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

Clal Insurance’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 Q1	–	Sell	-277	Closed	-$163K	–	207
2024 Q4	$163K	Buy	+277	New	+$164K	﹤0.01%	102
2023 Q2	–	Sell	-85,327	Closed	-$35.1M	–	149
2023 Q1	$35.1M	Buy	85,327 +6,013	+8%	+$2.41M	0.53%	58
2022 Q4	$30.5M	Buy	79,314 +1,730	+2%	+$668K	0.46%	59
2022 Q3	$28M	Buy	77,584 +17,147	+28%	+$6.85M	0.38%	64
2022 Q2	$22.9M	Buy	60,437 +8,803	+17%	+$3.62M	0.3%	69
2022 Q1	$23.4M	Buy	51,634 +7,775	+18%	+$3.48M	0.25%	79
2021 Q4	$20.9M	Buy	43,859 +21,270	+94%	+$9.8M	0.23%	84
2021 Q3	$9.77M	Buy	22,589 +14,649	+184%	+$6.49M	0.11%	112
2021 Q2	$3.41M	Buy	7,940 +7,248	+1,047%	+$3.04M	0.04%	133
2021 Q1	$276K	Buy	+692	New	+$268K	﹤0.01%	173

Other funds holding IVV

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

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

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

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

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

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

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

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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Clal Insurance's IVV Position: Q1 2025 in Review

Clal Insurance sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 277 shares — an estimated $163K sold.

Clal Insurance first reported a position in IVV in Q1 2021 and held it in 10 quarters. The position peaked at $35.1M in Q1 2023. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Clal Insurance reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Clal Insurance sold 277 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $163K.
Clal Insurance first reported a position in iShares Core S&P 500 ETF in Q1 2021 and held it in 10 quarters.
Clal Insurance's iShares Core S&P 500 ETF position peaked at $35.1M in Q1 2023.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Clal Insurance's 13F filing for Q1 2025, filed 13 May 2025.