Harel Insurance Investments & Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
313
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $176K | Buy |
313
+51
| +19% | +$28.7K | ﹤0.01% | 278 |
|
|
2024
Q4 | $154K | Hold |
262
| – | – | ﹤0.01% | 226 |
|
|
2024
Q3 | $151K | Hold |
262
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $143K | Buy |
+262
| New | +$143K | ﹤0.01% | 279 |
|
|
2024
Q1 | – | Sell |
-96
| Closed | -$46K | – | 584 |
|
|
2023
Q4 | $46K | Hold |
96
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $41K | Buy |
+96
| New | +$41K | ﹤0.01% | 486 |
|
|
2023
Q2 | – | Sell |
-96
| Closed | -$39K | – | 743 |
|
|
2023
Q1 | $39K | Hold |
96
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $37K | Sell |
96
-9,478
| -99% | -$3.65M | ﹤0.01% | 523 |
|
|
2022
Q3 | $3.43M | Hold |
9,574
| – | – | 0.08% | 105 |
|
|
2022
Q2 | $3.63M | Hold |
9,574
| – | – | 0.08% | 114 |
|
|
2022
Q1 | $4.34M | Buy |
+9,574
| New | +$4.34M | 0.07% | 118 |
|
|
2020
Q4 | – | Sell |
-215
| Closed | -$72K | – | 755 |
|
|
2020
Q3 | $72K | Hold |
215
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $67K | Hold |
215
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $56K | Hold |
215
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $69K | Hold |
215
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $64K | Buy |
215
+135
| +169% | +$40.2K | ﹤0.01% | 286 |
|
|
2019
Q2 | $24K | Buy |
80
+7
| +10% | +$2.1K | ﹤0.01% | 369 |
|
|
2019
Q1 | $21K | Buy |
73
+27
| +59% | +$7.77K | ﹤0.01% | 360 |
|
|
2018
Q4 | $12K | Buy |
46
+26
| +130% | +$6.78K | ﹤0.01% | 403 |
|
|
2018
Q3 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 458 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | -$1K | – | 471 |
|
|
2017
Q4 | $1K | Sell |
4
-4,396
| -100% | -$1.1M | ﹤0.01% | 457 |
|
|
2017
Q3 | $1.11M | Sell |
4,400
-300
| -6% | -$75.9K | 0.09% | 61 |
|
|
2017
Q2 | $1.14M | Sell |
4,700
-600
| -11% | -$146K | 0.09% | 66 |
|
|
2017
Q1 | $1.25M | Buy |
+5,300
| New | +$1.25M | 0.11% | 56 |
|
|
2016
Q3 | – | Sell |
-5,800
| Closed | -$1.22M | – | 583 |
|
|
2016
Q2 | $1.22M | Buy |
+5,800
| New | +$1.22M | 0.15% | 52 |
|