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Meitav Investment House’s iShares Core S&P 500 ETF IVV Stock Holding History

Meitav Investment House’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 		$407M Buy
+543,750
New +$396M 2.74% 5
2024
Q1 		– Sell
-435,874
Closed -$208M – 289
2023
Q4 		$208M Buy
435,874
+90,598
+26% +$40.6M 3.06% 6
2023
Q3 		$150M Buy
345,276
+1,094
+0.3% +$489K 2.43% 8
2023
Q2 		$152M Buy
344,182
+143,138
+71% +$60.3M 2.44% 7
2023
Q1 		$81.5M Buy
201,044
+15,563
+8% +$6.24M 1.41% 17
2022
Q4 		$71.6M Buy
185,481
+2,801
+2% +$1.08M 1.23% 17
2022
Q3 		$66.5M Buy
182,680
+3,741
+2% +$1.49M 1.17% 16
2022
Q2 		$67.3M Buy
178,939
+33,848
+23% +$13.9M 1.15% 19
2022
Q1 		$65.4M Buy
145,091
+29,566
+26% +$13.2M 0.97% 29
2021
Q4 		$55.1M Sell
115,525
-44,759
-28% -$20.6M 0.9% 34
2021
Q3 		$69.1M Sell
160,284
-70,908
-31% -$31.4M 1.13% 24
2021
Q2 		$99.4M Buy
231,192
+143,523
+164% +$60.1M 2.54% 5
2021
Q1 		$34.9M Sell
87,669
-76,570
-47% -$29.6M 0.98% 29
2020
Q4 		$61.7M Buy
164,239
+89,410
+119% +$31.8M 2.41% 3
2020
Q3 		$25.1M Buy
74,829
+47,650
+175% +$15.9M 1.25% 31
2020
Q2 		$8.42M Buy
27,179
+18,165
+202% +$5.33M 0.5% 62
2020
Q1 		$2.33M Buy
9,014
+1,820
+25% +$558K 0.17% 83
2019
Q4 		$2.33M Sell
7,194
-223,944
-97% -$69.3M 0.17% 69
2019
Q3 		$69.4M Buy
231,138
+23,556
+11% +$7M 4.98% 5
2019
Q2 		$61.2M Sell
207,582
-212,405
-51% -$61.6M 4.07% 5
2019
Q1 		$120M Buy
419,987
+218,299
+108% +$59.7M 6.7% 1
2018
Q4 		$50.8M Buy
201,688
+199,038
+7,511% +$54.1M 3.14% 5
2018
Q3 		$776K Hold
2,650
– – 0.04% 235
2018
Q2 		$723K Sell
2,650
-501,138
-99% -$136M 0.03% 285
2018
Q1 		$134M Buy
503,788
+292,168
+138% +$80.3M 6.8% 1
2017
Q4 		$56.8M Buy
+211,620
New +$55.4M 3.32% 5

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Meitav Investment House's IVV Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 543,750 shares worth $407M. The stake represents 2.74% of the portfolio and ranks #5 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IVV as recently as Q4 2023.

Meitav Investment House first reported a position in IVV in Q4 2017 and has held it in 26 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Meitav Investment House held 543,750 shares of iShares Core S&P 500 ETF worth $407M as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Meitav Investment House position in Q2 2026.
  • iShares Core S&P 500 ETF made up 2.74% of Meitav Investment House's portfolio in Q2 2026, its #5 holding.
  • Meitav Investment House first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 26 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.