Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-31,672	Closed	-$2.97M	–	71
2023 Q4	$2.97M	Hold	31,672	–	–	0.59%	55
2023 Q3	$2.72M	Sell	31,672 -22,806	-42%	-$2.02M	0.58%	55
2023 Q2	$4.82M	Hold	54,478	–	–	0.99%	34
2023 Q1	$4.54M	Hold	54,478	–	–	1.04%	33
2022 Q4	$4.49M	Hold	54,478	–	–	1.04%	30
2022 Q3	$4.09M	Hold	54,478	–	–	0.95%	31
2022 Q2	$4.14M	Buy	+54,478	New	+$4.55M	0.91%	35

Other funds holding IVOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's IVOO Position: Q1 2024 in Review

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 31,672 shares — an estimated $2.97M sold.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in IVOO in Q2 2022 and held it in 7 quarters. The position peaked at $4.82M in Q2 2023. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet sold 31,672 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $2.97M.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and held it in 7 quarters.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.82M in Q2 2023.
233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q1 2024, filed 1 May 2024.