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
2026 Q2	$89.9M	Buy	+120,000	New	+$87.4M	0.4%	53
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 $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

Clal Insurance's IVV Position: Q2 2026 in Review

Clal Insurance opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 120,000 shares worth $89.9M. The stake represents 0.4% of the portfolio and ranks #53 among its holdings. This is a return to the name: Clal Insurance previously reported a position in IVV as recently as Q4 2024.

Clal Insurance first reported a position in IVV in Q1 2021 and has held it in 11 quarters since. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clal Insurance held 120,000 shares of iShares Core S&P 500 ETF worth $89.9M as of Q2 2026.
iShares Core S&P 500 ETF was a new Clal Insurance position in Q2 2026.
iShares Core S&P 500 ETF made up 0.4% of Clal Insurance's portfolio in Q2 2026, its #53 holding.
Clal Insurance first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 11 quarters since.
4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.