Greenfield Savings Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Greenfield Savings Bank’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$761K	Buy	994 +142	+17%	+$108K	0.29%	81
2026 Q2	$638K	Hold	852	–	–	0.24%	94
2026 Q1	$557K	Hold	852	–	–	0.24%	101
2025 Q4	$584K	Hold	852	–	–	0.25%	98
2025 Q3	$570K	Sell	852 -17	-2%	-$10.9K	0.24%	99
2025 Q2	$540K	Buy	869 +17	+2%	+$9.76K	0.24%	98
2025 Q1	$479K	Hold	852	–	–	0.23%	101
2024 Q4	$502K	Sell	852 -40	-4%	-$23.7K	0.24%	98
2024 Q3	$515K	Hold	892	–	–	0.24%	100
2024 Q2	$488K	Hold	892	–	–	0.25%	96
2024 Q1	$469K	Hold	892	–	–	0.25%	98
2023 Q4	$426K	Hold	892	–	–	0.25%	96
2023 Q3	$383K	Buy	+892	New	+$399K	0.24%	100

Other funds holding IVV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Greenfield Savings Bank's IVV Position: Q3 2026 in Review

Greenfield Savings Bank increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q3 2026, buying an estimated $108K and bringing the position to 994 shares worth $761K. The position accounts for 0.29% of the portfolio, ranked #81.

Greenfield Savings Bank first reported a position in IVV in Q3 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Greenfield Savings Bank held 994 shares of iShares Core S&P 500 ETF worth $761K as of Q3 2026.
Greenfield Savings Bank bought 142 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $108K.
iShares Core S&P 500 ETF made up 0.29% of Greenfield Savings Bank's portfolio in Q3 2026, its #81 holding.
Greenfield Savings Bank first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.