Leavell Investment Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $707K | Hold |
4,526
| – | – | 0.03% | 378 |
|
|
2026
Q1 | $685K | Buy |
4,526
+250
| +6% | +$37.8K | 0.03% | 361 |
|
|
2025
Q4 | $604K | Buy |
4,276
+426
| +11% | +$60.2K | 0.03% | 376 |
|
|
2025
Q3 | $547K | Sell |
3,850
-1,398
| -27% | -$194K | 0.02% | 392 |
|
|
2025
Q2 | $697K | Hold |
5,248
| – | – | 0.03% | 350 |
|
|
2025
Q1 | $705K | Hold |
5,248
| – | – | 0.03% | 326 |
|
|
2024
Q4 | $689K | Hold |
5,248
| – | – | 0.03% | 328 |
|
|
2024
Q3 | $709K | Buy |
5,248
+1,648
| +46% | +$213K | 0.04% | 333 |
|
|
2024
Q2 | $436K | Hold |
3,600
| – | – | 0.02% | 374 |
|
|
2024
Q1 | $443K | Hold |
3,600
| – | – | 0.03% | 368 |
|
|
2023
Q4 | $422K | Hold |
3,600
| – | – | 0.03% | 353 |
|
|
2023
Q3 | $393K | Sell |
3,600
-103
| -3% | -$11.7K | 0.03% | 361 |
|
|
2023
Q2 | $420K | Sell |
3,703
-970
| -21% | -$110K | 0.03% | 354 |
|
|
2023
Q1 | $548K | Hold |
4,673
| – | – | 0.04% | 314 |
|
|
2022
Q4 | $564K | Hold |
4,673
| – | – | 0.04% | 303 |
|
|
2022
Q3 | $501K | Hold |
4,673
| – | – | 0.04% | 307 |
|
|
2022
Q2 | $550K | Buy |
4,673
+1
| +0% | +$125 | 0.04% | 299 |
|
|
2022
Q1 | $599K | Sell |
4,672
-1,600
| -26% | -$200K | 0.04% | 288 |
|
|
2021
Q4 | $769K | Buy |
6,272
+2
| +0% | +$238 | 0.05% | 276 |
|
|
2021
Q3 | $719K | Buy |
6,270
+2
| +0% | +$234 | 0.05% | 255 |
|
|
2021
Q2 | $715K | Hold |
6,268
| – | – | 0.06% | 249 |
|
|
2021
Q1 | $715K | Buy |
6,268
+98
| +2% | +$10.4K | 0.06% | 249 |
|
|
2020
Q4 | $593K | Hold |
6,170
| – | – | 0.05% | 256 |
|
|
2020
Q3 | $503K | Hold |
6,170
| – | – | 0.04% | 263 |
|
|
2020
Q2 | $498K | Sell |
6,170
-655
| -10% | -$52.3K | 0.05% | 254 |
|
|
2020
Q1 | $502K | Sell |
6,825
-565
| -8% | -$54K | 0.06% | 233 |
|
|
2019
Q4 | $781K | Buy |
7,390
+315
| +4% | +$32.4K | 0.07% | 210 |
|
|
2019
Q3 | $721K | Hold |
7,075
| – | – | 0.07% | 218 |
|
|
2019
Q2 | $704K | Hold |
7,075
| – | – | 0.07% | 224 |
|
|
2019
Q1 | $695K | Hold |
7,075
| – | – | 0.08% | 218 |
|
|
2018
Q4 | $632K | Sell |
7,075
-350
| -5% | -$33.5K | 0.08% | 218 |
|
|
2018
Q3 | $747K | Hold |
7,425
| – | – | 0.08% | 215 |
|
|
2018
Q2 | $732K | Sell |
7,425
-800
| -10% | -$77.6K | 0.08% | 213 |
|
|
2018
Q1 | $782K | Buy |
8,225
+2,700
| +49% | +$264K | 0.09% | 204 |
|
|
2017
Q4 | $545K | Sell |
5,525
-475
| -8% | -$45.7K | 0.06% | 244 |
|
|
2017
Q3 | $562K | Hold |
6,000
| – | – | 0.07% | 235 |
|
|
2017
Q2 | $553K | Sell |
6,000
-50
| -0.8% | -$4.6K | 0.07% | 238 |
|
|
2017
Q1 | $551K | Sell |
6,050
-680
| -10% | -$61.6K | 0.07% | 229 |
|
|
2016
Q4 | $596K | Buy |
6,730
+305
| +5% | +$26.3K | 0.08% | 212 |
|
|
2016
Q3 | $551K | Hold |
6,425
| – | – | 0.08% | 219 |
|
|
2016
Q2 | $548K | Sell |
6,425
-200
| -3% | -$16.5K | 0.08% | 218 |
|
|
2016
Q1 | $541K | Buy |
6,625
+400
| +6% | +$30.5K | 0.08% | 217 |
|
|
2015
Q4 | $468K | Hold |
6,225
| – | – | 0.07% | 234 |
|
|
2015
Q3 | $453K | Hold |
6,225
| – | – | 0.07% | 235 |
|
|
2015
Q2 | $468K | Sell |
6,225
-1,040
| -14% | -$81.2K | 0.07% | 245 |
|
|
2015
Q1 | $566K | Buy |
7,265
+258
| +4% | +$20.4K | 0.09% | 220 |
|
|
2014
Q4 | $556K | Buy |
7,007
+8
| +0.1% | +$618 | 0.09% | 222 |
|
|
2014
Q3 | $517K | Sell |
6,999
-272
| -4% | -$20.5K | 0.08% | 228 |
|
|
2014
Q2 | $560K | Sell |
7,271
-992
| -12% | -$74.1K | 0.09% | 219 |
|
|
2014
Q1 | $606K | Hold |
8,263
| – | – | 0.1% | 198 |
|
|
2013
Q4 | $590K | Buy |
8,263
+2,008
| +32% | +$140K | 0.1% | 199 |
|
|
2013
Q3 | $415K | Hold |
6,255
| – | – | 0.07% | 240 |
|
|
2013
Q2 | $400K | Buy |
+6,255
| New | +$405K | 0.07% | 237 |
|
Other funds holding DVY
Leavell Investment Management's DVY Position: Q2 2026 in Review
Leavell Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4,526 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #378.
Leavell Investment Management first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. The position peaked at $782K in Q1 2018. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Leavell Investment Management held 4,526 shares of iShares Select Dividend ETF worth $707K as of Q2 2026.
- Leavell Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
- iShares Select Dividend ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #378 holding.
- Leavell Investment Management first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
- Leavell Investment Management's iShares Select Dividend ETF position peaked at $782K in Q1 2018.
- 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.