MIFH
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Migdal Insurance & Financial Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
1,328
+664
+100% +$87.7K ﹤0.01% 217
2026
Q1 		$75.1K Buy
+664
New +$79.9K ﹤0.01% 260
2025
Q2 		– Sell
-800
Closed -$74K – 390
2025
Q1 		$74K Buy
800
+564
+239% +$56.9K ﹤0.01% 263
2024
Q4 		$24K Sell
236
-100
-30% -$9.98K ﹤0.01% 279
2024
Q3 		$32K Sell
336
-426
-56% -$39.3K ﹤0.01% 272
2024
Q2 		$71K Hold
762
– – ﹤0.01% 274
2024
Q1 		$64K Buy
762
+462
+154% +$37.1K ﹤0.01% 266
2023
Q4 		$23K Sell
300
-50
-14% -$3.56K ﹤0.01% 379
2023
Q3 		$24K Sell
350
-233
-40% -$16.5K ﹤0.01% 366
2023
Q2 		$41K Buy
583
+183
+46% +$12.1K ﹤0.01% 341
2023
Q1 		$25K Buy
400
+275
+220% +$16.8K ﹤0.01% 398
2022
Q4 		$7K Buy
+125
New +$7.51K ﹤0.01% 468
2022
Q3 		– Sell
-1,552
Closed -$94K – 562
2022
Q2 		$94K Hold
1,552
– – ﹤0.01% 312
2022
Q1 		$119K Buy
+1,552
New +$117K ﹤0.01% 331

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IVW Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings increased its iShares S&P 500 Growth ETF (IVW) stake by 100% in Q2 2026, buying an estimated $87.7K and bringing the position to 1,328 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Migdal Insurance & Financial Holdings first reported a position in IVW in Q1 2022 and has held it in 14 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 1,328 shares of iShares S&P 500 Growth ETF worth $166K as of Q2 2026.
  • Migdal Insurance & Financial Holdings bought 664 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $87.7K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #217 holding.
  • Migdal Insurance & Financial Holdings first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.