HIIFS
IVV icon

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

Harel Insurance Investments & Financial Services’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 		$399K Buy
533
+220
+70% +$160K ﹤0.01% 269
2026
Q1 		$204K Sell
313
-5,800
-95% -$3.96M ﹤0.01% 303
2025
Q4 		$4.19M Buy
6,113
+5,800
+1,853% +$3.94M 0.04% 120
2025
Q3 		$209K Hold
313
– – ﹤0.01% 285
2025
Q2 		$194K Hold
313
– – ﹤0.01% 277
2025
Q1 		$176K Buy
313
+51
+19% +$30.1K ﹤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 +$138K ﹤0.01% 279
2024
Q1 		– Sell
-96
Closed -$46K – 584
2023
Q4 		$46K Hold
96
– – ﹤0.01% 428
2023
Q3 		$41K Buy
+96
New +$42.9K ﹤0.01% 486
2023
Q2 		– Sell
-96
Closed -$39K – 745
2023
Q1 		$39K Hold
96
– – ﹤0.01% 528
2022
Q4 		$37K Sell
96
-9,478
-99% -$3.66M ﹤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 +$4.28M 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% +$40.1K ﹤0.01% 286
2019
Q2 		$24K Buy
80
+7
+10% +$2.03K ﹤0.01% 369
2019
Q1 		$21K Buy
73
+27
+59% +$7.38K ﹤0.01% 360
2018
Q4 		$12K Buy
46
+26
+130% +$7.06K ﹤0.01% 403
2018
Q3 		$6K Buy
+20
New +$5.74K ﹤0.01% 458
2018
Q1 		– Sell
-4
Closed -$1K – 471
2017
Q4 		$1K Sell
4
-4,396
-100% -$1.15M ﹤0.01% 457
2017
Q3 		$1.11M Sell
4,400
-300
-6% -$74.5K 0.09% 61
2017
Q2 		$1.14M Sell
4,700
-600
-11% -$145K 0.09% 66
2017
Q1 		$1.25M Buy
+5,300
New +$1.24M 0.11% 56
2016
Q3 		– Sell
-5,800
Closed -$1.22M – 581
2016
Q2 		$1.22M Buy
+5,800
New +$1.21M 0.15% 52

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IVV Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 70% in Q2 2026, buying an estimated $160K and bringing the position to 533 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Harel Insurance Investments & Financial Services first reported a position in IVV in Q2 2016 and has held it in 30 quarters since. The position peaked at $4.34M in Q1 2022. 2,728 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 533 shares of iShares Core S&P 500 ETF worth $399K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 220 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $160K.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #269 holding.
  • Harel Insurance Investments & Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 30 quarters since.
  • Harel Insurance Investments & Financial Services's iShares Core S&P 500 ETF position peaked at $4.34M in Q1 2022.
  • 2,728 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.