Harel Insurance Investments & Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,091	Closed	-$405K	–	478
2025 Q2	$405K	Hold	2,091	–	–	﹤0.01%	240
2025 Q1	$395K	Hold	2,091	–	–	0.01%	228
2024 Q4	$396K	Sell	2,091 -300	-13%	-$59.5K	0.01%	163
2024 Q3	$466K	Hold	2,391	–	–	0.01%	168
2024 Q2	$431K	Hold	2,391	–	–	0.01%	191
2024 Q1	$443K	Hold	2,391	–	–	0.01%	179
2023 Q4	$411K	Hold	2,391	–	–	0.01%	212
2023 Q3	$364K	Hold	2,391	–	–	0.01%	219
2023 Q2	$382K	Hold	2,391	–	–	0.01%	234
2023 Q1	$358K	Hold	2,391	–	–	0.01%	262
2022 Q4	$343K	Hold	2,391	–	–	0.01%	233
2022 Q3	$306K	Hold	2,391	–	–	0.01%	261
2022 Q2	$323K	Hold	2,391	–	–	0.01%	287
2022 Q1	$368K	Hold	2,391	–	–	0.01%	286
2021 Q4	$370K	Hold	2,391	–	–	0.01%	292
2021 Q3	$344K	Hold	2,391	–	–	0.01%	282
2021 Q2	$449K	Hold	2,391	–	–	0.01%	483
2021 Q1	$435K	Hold	2,391	–	–	0.01%	516
2020 Q4	$364K	Hold	2,391	–	–	0.01%	406
2020 Q3	$267K	Hold	2,391	–	–	0.01%	262
2020 Q2	$256K	Hold	2,391	–	–	0.01%	217
2020 Q1	$228K	Hold	2,391	–	–	0.01%	158
2019 Q4	$308K	Hold	2,391	–	–	0.01%	165
2019 Q3	$279K	Hold	2,391	–	–	0.02%	162
2019 Q2	$276K	Hold	2,391	–	–	0.01%	168
2019 Q1	$267K	Hold	2,391	–	–	0.02%	107
2018 Q4	$240K	Sell	2,391 -200	-8%	-$21.9K	0.01%	163
2018 Q3	$301K	Buy	2,591 +500	+24%	+$57.4K	0.01%	175
2018 Q2	$228K	Hold	2,091	–	–	0.01%	177
2018 Q1	$225K	Buy	+2,091	New	+$239K	0.01%	198
2016 Q2	–	Hold	0	–	–	–	457
2016 Q1	–	Hold	0	–	–	–	283

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IVE Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 2,091 shares — an estimated $405K sold.

Harel Insurance Investments & Financial Services first reported a position in IVE in Q1 2018 and held it in 30 quarters. The position peaked at $466K in Q3 2024. 1,571 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Harel Insurance Investments & Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,091 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $405K.
Harel Insurance Investments & Financial Services first reported a position in iShares S&P 500 Value ETF in Q1 2018 and held it in 30 quarters.
Harel Insurance Investments & Financial Services's iShares S&P 500 Value ETF position peaked at $466K in Q3 2024.
1,571 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.