Question 1

How many shares of IVW does GREENLEAF TRUST own?

Accepted Answer

As of 2026-Q2, GREENLEAF TRUST holds 311,771 shares of IVW (ISHARES S&P 500 GROWTH ETF).

Question 2

What is GREENLEAF TRUST's IVW position worth?

Accepted Answer

As of 2026-Q2, GREENLEAF TRUST's IVW position is worth $42.9M.

Question 3

Is GREENLEAF TRUST buying or selling IVW?

Accepted Answer

In 2026-Q2, GREENLEAF TRUST increased their IVW position (+1.2% change in shares).

Question 4

When did GREENLEAF TRUST first buy IVW?

Accepted Answer

Based on available 13F filings, GREENLEAF TRUST first reported a position in IVW in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	311,771	+1.2%	$42.9M	0.4%	$137.53	35
2026-Q1	Decreased	308,124	-2.7%	$34.9M	0.3%	$113.00	0
2025-Q4	Decreased	316,812	-6.5%	$39.1M	0.4%	$123.04	0
2025-Q3	Decreased	338,801	-0.7%	$40.9M	0.4%	$120.38	0
2025-Q2	Increased	341,181	+0.7%	$37.6M	0.3%	$109.66	35
2025-Q1	Decreased	338,943	-4.1%	$31.5M	0.3%	$92.36	0
2024-Q4	Decreased	353,421	-0.5%	$35.9M	0.3%	$100.90	0
2024-Q3	Decreased	355,122	-5.6%	$34M	0.3%	$95.03	0

IVWShowing 8 of 30 quarters

IVW
Showing 8 of 30 quarters