Greenleaf Trust Increases Stakes across IVW, V, UNH

Greenleaf Trust disclosed multiple Q2 portfolio moves across equities and fixed income, notably increasing its stake in the iShares S&P 500 Growth ETF to about 311,771 shares, valued at around $42.9 million. It also added 4,954 shares of Visa Inc., bringing its Visa position to 239,919 shares and roughly $82.3 million in value. The trust trimmed its position in the iShares Core S&P Small-Cap ETF by about 6% to 491,167 shares, worth around $72.8 million. It opened a new position in the iShares 3-7 Year Treasury Bond ETF with 1,439,132 shares, valued at roughly $52.9 million. Greenleaf Trust raised its stake in UnitedHealth Group by 11.4% to 18,096 shares, about $7.5 million. Together, these moves show a broad, diversified adjustment across large-cap equities, payments, small-cap exposure, fixed income, and healthcare names in the quarter.