Itzik Shenidovski
@Analyst Ims Investment Management Services Ltd.
Latest period2024 - Q3ReportedManaged Assets$2.603BTotal holdings135
Assets growth rate6.89%Assets growth rate (2-Q avg)6.49%Continuous growth in asset value8 quarters
Portfolio positions
This chart displays the top 10 holdings in Analyst Ims Investment Management Services Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 135 positions.
Assets under management
The assets under management (AUM) of Analyst Ims Investment Management Services Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.603B in assets, with a quarterly growth rate of 6.89% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Itzik Shenidovski, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 29.79% | $775.295M 1.351M shares@ $573.77 avg price | Increased 1.93% |
QQQInvesco Qqq Tr
| 19.32% | $502.934M 1.03M shares@ $488.07 avg price | Increased 2.45% |
VOOVanguard Index Fds
| 17.83% | $464.036M 879,404 shares@ $527.68 avg price | Decreased -2.08% |
IVVIshares Tr
| 8.18% | $212.79M 368,902 shares@ $576.82 avg price | Decreased -9.02% |
AAXJIshares Tr
| 2.33% | $60.468M 770,783 shares@ $78.46 avg price | Decreased -0.24% |
WIXWix Com Ltd
| 1.85% | $47.988M 287,059 shares@ $167.18 avg price | |
ONEQFidelity Comwlth Tr
| 1.39% | $36.09M 504,046 shares@ $71.61 avg price | |
NVDANvidia Corporation
| 1.19% | $30.808M 253,687 shares@ $121.45 avg price | Increased 7.56% |
MCHIIshares Tr
| 0.98% | $25.27M 496,364 shares@ $50.92 avg price | Decreased -0.03% |
SOXXIshares Tr
| 0.97% | $25.228M 109,408 shares@ $230.59 avg price | Increased 51.21% |