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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Greenfield Savings Bank's IVV Position: Q2 2026 in Review

Greenfield Savings Bank held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 852 shares worth $638K. The position accounts for 0.24% of the portfolio, ranked #94.

Greenfield Savings Bank first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Greenfield Savings Bank held 852 shares of iShares Core S&P 500 ETF worth $638K as of Q2 2026.
Greenfield Savings Bank left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of Greenfield Savings Bank's portfolio in Q2 2026, its #94 holding.
Greenfield Savings Bank first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.