Greenleaf Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Greenleaf Trust’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.35M	Sell	79,962 -2,798	-3%	-$257K	0.07%	76
2025 Q1	$7.04M	Buy	82,760 +7,744	+10%	+$659K	0.06%	82
2024 Q4	$6.63M	Sell	75,016 -1,156	-2%	-$102K	0.06%	86
2024 Q3	$6.71M	Buy	76,172 +1,228	+2%	+$108K	0.06%	90
2024 Q2	$6.08M	Hold	74,944	–	–	0.06%	88
2024 Q1	$6.3M	Buy	74,944 +72	+0.1%	+$6.05K	0.06%	90
2023 Q4	$5.82M	Buy	74,872 +6,089	+9%	+$473K	0.06%	90
2023 Q3	$4.76M	Buy	68,783 +6,173	+10%	+$427K	0.05%	89
2023 Q2	$4.57M	Sell	62,610 -1,827	-3%	-$133K	0.05%	91
2023 Q1	$4.51M	Sell	64,437 -3,027	-4%	-$212K	0.05%	95
2022 Q4	$4.55M	Buy	67,464 +11,335	+20%	+$764K	0.06%	91
2022 Q3	$3.49M	Buy	56,129 +35,598	+173%	+$2.21M	0.05%	99
2022 Q2	$1.33M	Buy	20,531 +2,247	+12%	+$145K	0.02%	183
2022 Q1	$1.43M	Hold	18,284	–	–	0.02%	183
2021 Q4	$1.52M	Buy	18,284 +1,088	+6%	+$90.3K	0.02%	171
2021 Q3	$1.35M	Hold	17,196	–	–	0.02%	176
2021 Q2	$1.36M	Hold	17,196	–	–	0.02%	178
2021 Q1	$1.27M	Buy	17,196 +2,368	+16%	+$175K	0.02%	174
2020 Q4	$1.02M	Buy	14,828 +1,893	+15%	+$130K	0.01%	181
2020 Q3	$742K	Hold	12,935	–	–	0.01%	218
2020 Q2	$693K	Hold	12,935	–	–	0.01%	217
2020 Q1	$558K	Hold	12,935	–	–	0.01%	210
2019 Q4	$771K	Hold	12,935	–	–	0.01%	198
2019 Q3	$724K	Sell	12,935 -965	-7%	-$54K	0.01%	209
2019 Q2	$777K	Hold	13,900	–	–	0.01%	198
2019 Q1	$750K	Hold	13,900	–	–	0.01%	189
2018 Q4	$646K	Sell	13,900 -2,232	-14%	-$104K	0.01%	212
2018 Q3	$889K	Hold	16,132	–	–	0.02%	188
2018 Q2	$856K	Buy	16,132 +200	+1%	+$10.6K	0.02%	181
2018 Q1	$822K	Hold	15,932	–	–	0.02%	172
2017 Q4	$829K	Buy	15,932 +1,932	+14%	+$101K	0.02%	175
2017 Q3	$690K	Hold	14,000	–	–	0.02%	181
2017 Q2	$672K	Hold	14,000	–	–	0.02%	165
2017 Q1	$655K	Sell	14,000 -740	-5%	-$34.6K	0.02%	139
2016 Q4	$659K	Sell	14,740 -20	-0.1%	-$894	0.02%	114
2016 Q3	$643K	Buy	+14,760	New	+$643K	0.02%	111