Harel Insurance Investments & Financial Services’s Amplify Online Retail ETF IBUY Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio IBUY Stock Details IBUY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-900	Closed	-$373K	–	814
2021 Q1	$373K	Sell	900 -100	-10%	-$12.8K	0.01%	535
2020 Q4	$368K	Sell	1,000 -6,000	-86%	-$610K	0.01%	402
2020 Q3	$618K	Buy	+7,000	New	+$595K	0.02%	168
2019 Q2	–	Sell	-4,000	Closed	-$196K	–	494
2019 Q1	$196K	Sell	4,000 -263	-6%	-$12.3K	0.01%	125
2018 Q4	$171K	Sell	4,263 -21,860	-84%	-$961K	0.01%	186
2018 Q3	$1.36M	Buy	+26,123	New	+$1.37M	0.07%	86

Other funds holding IBUY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IBUY Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of Amplify Online Retail ETF (IBUY) in Q2 2021, closing a stake of 900 shares — an estimated $373K sold.

Harel Insurance Investments & Financial Services first reported a position in IBUY in Q3 2018 and held it in 6 quarters. The position peaked at $1.36M in Q3 2018. 155 funds tracked by Wall St. Rank hold IBUY as of Q2 2021.

Harel Insurance Investments & Financial Services reported no remaining Amplify Online Retail ETF position as of Q2 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 900 Amplify Online Retail ETF shares in Q2 2021, an estimated $373K.
Harel Insurance Investments & Financial Services first reported a position in Amplify Online Retail ETF in Q3 2018 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Amplify Online Retail ETF position peaked at $1.36M in Q3 2018.
155 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.