Greenleaf Trust’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
Q3 | $1.36B | Sell |
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|
2025
Q2 | $1.27B | Buy |
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|
2025
Q1 | $1.12B | Buy |
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|
2024
Q4 | $1.11B | Buy |
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|
2024
Q3 | $1.04B | Buy |
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|
2024
Q2 | $985M | Sell |
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|
2024
Q1 | $950M | Buy |
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|
2023
Q4 | $860M | Sell |
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|
2023
Q3 | $775M | Buy |
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|
2023
Q2 | $793M | Buy |
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|
2023
Q1 | $728M | Buy |
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|
2022
Q4 | $668M | Buy |
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|
2022
Q3 | $611M | Buy |
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|
2022
Q2 | $638M | Buy |
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|
2022
Q1 | $758M | Buy |
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|
2021
Q4 | $791M | Sell |
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|
2021
Q3 | $720M | Sell |
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|
2021
Q2 | $720M | Sell |
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|
2021
Q1 | $666M | Buy |
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|
2020
Q4 | $622M | Buy |
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|
2020
Q3 | $542M | Sell |
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|
2020
Q2 | $503M | Sell |
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|
2020
Q1 | $423M | Buy |
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|
2019
Q4 | $490M | Sell |
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|
2019
Q3 | $480M | Buy |
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|
2019
Q2 | $468M | Sell |
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|
2019
Q1 | $453M | Buy |
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|
2018
Q4 | $393M | Buy |
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|
2018
Q3 | $415M | Buy |
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|
2018
Q2 | $377M | Buy |
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|
2018
Q1 | $347M | Buy |
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|
2017
Q4 | $318M | Buy |
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|
2017
Q3 | $273M | Buy |
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|
2017
Q2 | $231M | Buy |
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|
2017
Q1 | $173M | Buy |
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|
2016
Q4 | $90.3M | Buy |
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|
2016
Q3 | $71.6M | Buy |
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|
2016
Q2 | $50.5M | Buy |
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|
2016
Q1 | $25.7M | Buy |
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|
2015
Q4 | $17.6M | Buy |
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|
2015
Q3 | $13.8M | Buy |
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|
2015
Q2 | $12.3M | Sell |
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|
2015
Q1 | $13.6M | Buy |
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|
2014
Q4 | $10.6M | Buy |
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|
2014
Q3 | $7.78M | Sell |
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|
2014
Q2 | $7.86M | Buy |
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|
2014
Q1 | $5.56M | Buy |
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|
2013
Q4 | $4.06M | Sell |
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|
2013
Q3 | $4.96M | Buy |
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|
2013
Q2 | $4.22M | Buy |
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