Harel Insurance Investments & Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $368K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $449K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $301K | Buy |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $225K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
|