YLHM
Yelin Lapidot Holdings Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
20,046
-392
| -2% | -$243K | 2.27% | 12 |
|
|
2025
Q1 | $11.5M | Buy |
20,438
+918
| +5% | +$516K | 2.22% | 13 |
|
|
2024
Q4 | $11.5M | Buy |
19,520
+4,200
| +27% | +$2.47M | 2% | 13 |
|
|
2024
Q3 | $8.84M | Buy |
15,320
+115
| +0.8% | +$66.3K | 1.46% | 21 |
|
|
2024
Q2 | $8.32M | Buy |
15,205
+768
| +5% | +$420K | 1.47% | 20 |
|
|
2024
Q1 | $7.59M | Buy |
14,437
+9,472
| +191% | +$4.98M | 1.56% | 21 |
|
|
2023
Q4 | $2.37M | Hold |
4,965
| – | – | 0.57% | 38 |
|
|
2023
Q3 | $2.14M | Buy |
+4,965
| New | +$2.14M | 0.53% | 40 |
|