PVH
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Psagot Value Holdings’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Psagot Value Holdings’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
2021
Q4 		– Sell
-7,402
Closed -$659K – 414
2021
Q3 		$659K Sell
7,402
-97,734
-93% -$8.9M 0.11% 148
2021
Q2 		$9.57M Buy
105,136
+55,740
+113% +$5.1M 0.34% 61
2021
Q1 		$4.36M Buy
+49,396
New +$4.17M 0.1% 125

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Psagot Value Holdings's IVOO Position: Q4 2021 in Review

Psagot Value Holdings sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2021, closing a stake of 7,402 shares — an estimated $659K sold.

Psagot Value Holdings first reported a position in IVOO in Q1 2021 and held it in 3 quarters. The position peaked at $9.57M in Q2 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q4 2021.

  • Psagot Value Holdings reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2021 after selling out during the quarter.
  • Psagot Value Holdings sold 7,402 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2021, an estimated $659K.
  • Psagot Value Holdings first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 3 quarters.
  • Psagot Value Holdings's Vanguard S&P Mid-Cap 400 ETF position peaked at $9.57M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.