Yelin Lapidot Holdings Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4M Sell
2025
Q1
$11.5M Buy
2024
Q4
$11.5M Buy
2024
Q3
$8.84M Buy
2024
Q2
$8.32M Buy
2024
Q1
$7.59M Buy
2023
Q4
$2.37M Hold
2023
Q3
$2.14M Buy