Harel Insurance Investments & Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24K | Hold |
220
| – | – | ﹤0.01% | 387 |
|
2025
Q1 | $20K | Hold |
220
| – | – | ﹤0.01% | 412 |
|
2024
Q4 | $22K | Hold |
220
| – | – | ﹤0.01% | 379 |
|
2024
Q3 | $21K | Hold |
220
| – | – | ﹤0.01% | 417 |
|
2024
Q2 | $20K | Hold |
220
| – | – | ﹤0.01% | 443 |
|
2024
Q1 | $19K | Hold |
220
| – | – | ﹤0.01% | 447 |
|
2023
Q4 | $17K | Hold |
220
| – | – | ﹤0.01% | 510 |
|
2023
Q3 | $15K | Hold |
220
| – | – | ﹤0.01% | 571 |
|
2023
Q2 | $16K | Hold |
220
| – | – | ﹤0.01% | 587 |
|
2023
Q1 | $14K | Buy |
+220
| New | +$14K | ﹤0.01% | 607 |
|
2021
Q4 | – | Sell |
-1,120
| Closed | -$83K | – | 777 |
|
2021
Q3 | $83K | Hold |
1,120
| – | – | ﹤0.01% | 476 |
|
2021
Q2 | $81K | Hold |
1,120
| – | – | ﹤0.01% | 666 |
|
2021
Q1 | $73K | Buy |
1,120
+540
| +93% | +$35.2K | ﹤0.01% | 629 |
|
2020
Q4 | $104K | Sell |
580
-540
| -48% | -$96.8K | ﹤0.01% | 545 |
|
2020
Q3 | $65K | Hold |
1,120
| – | – | ﹤0.01% | 431 |
|
2020
Q2 | $58K | Hold |
1,120
| – | – | ﹤0.01% | 391 |
|
2020
Q1 | $46K | Hold |
1,120
| – | – | ﹤0.01% | 278 |
|
2019
Q4 | $54K | Hold |
1,120
| – | – | ﹤0.01% | 350 |
|
2019
Q3 | $50K | Sell |
1,120
-1,200
| -52% | -$53.6K | ﹤0.01% | 306 |
|
2019
Q2 | $104K | Hold |
2,320
| – | – | 0.01% | 241 |
|
2019
Q1 | $100K | Hold |
2,320
| – | – | 0.01% | 182 |
|
2018
Q4 | $87K | Hold |
2,320
| – | – | 0.01% | 244 |
|
2018
Q3 | $103K | Hold |
2,320
| – | – | 0.01% | 272 |
|
2018
Q2 | $94K | Hold |
2,320
| – | – | 0.01% | 252 |
|
2018
Q1 | $90K | Hold |
2,320
| – | – | 0.01% | 268 |
|
2017
Q4 | $89K | Hold |
2,320
| – | – | 0.01% | 284 |
|
2017
Q3 | $83K | Hold |
2,320
| – | – | 0.01% | 246 |
|
2017
Q2 | $79K | Hold |
2,320
| – | – | 0.01% | 259 |
|
2017
Q1 | $76K | Buy |
+2,320
| New | +$76K | 0.01% | 240 |
|
2016
Q4 | – | Hold |
0
| – | -$70K | – | 179 |
|
2016
Q3 | – | Hold |
0
| – | -$68K | – | 198 |
|
2016
Q2 | – | Hold |
0
| – | -$67K | – | 299 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 182 |
|