Leavell Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.9M | Buy |
17,227
+275
| +2% | +$200K | 0.47% | 45 |
|
|
2026
Q1 | $11.1M | Buy |
16,952
+610
| +4% | +$417K | 0.45% | 50 |
|
|
2025
Q4 | $11.2M | Sell |
16,342
-5
| -0% | -$3.4K | 0.47% | 45 |
|
|
2025
Q3 | $10.9M | Sell |
16,347
-665
| -4% | -$428K | 0.46% | 46 |
|
|
2025
Q2 | $10.6M | Sell |
17,012
-177
| -1% | -$102K | 0.47% | 46 |
|
|
2025
Q1 | $9.66M | Sell |
17,189
-110
| -0.6% | -$65K | 0.48% | 49 |
|
|
2024
Q4 | $10.2M | Buy |
17,299
+165
| +1% | +$97.7K | 0.5% | 46 |
|
|
2024
Q3 | $9.88M | Buy |
17,134
+116
| +0.7% | +$64.5K | 0.49% | 48 |
|
|
2024
Q2 | $9.31M | Sell |
17,018
-292
| -2% | -$154K | 0.51% | 49 |
|
|
2024
Q1 | $9.1M | Buy |
17,310
+14
| +0.1% | +$7K | 0.53% | 51 |
|
|
2023
Q4 | $8.26M | Sell |
17,296
-2,394
| -12% | -$1.07M | 0.53% | 51 |
|
|
2023
Q3 | $8.49M | Buy |
19,690
+4,455
| +29% | +$1.99M | 0.59% | 45 |
|
|
2023
Q2 | $6.79M | Sell |
15,235
-2,440
| -14% | -$1.03M | 0.46% | 59 |
|
|
2023
Q1 | $7.27M | Buy |
17,675
+279
| +2% | +$112K | 0.52% | 51 |
|
|
2022
Q4 | $6.68M | Buy |
17,396
+194
| +1% | +$74.9K | 0.5% | 60 |
|
|
2022
Q3 | $6.17M | Sell |
17,202
-1,000
| -5% | -$399K | 0.49% | 60 |
|
|
2022
Q2 | $6.9M | Buy |
18,202
+1,095
| +6% | +$450K | 0.53% | 57 |
|
|
2022
Q1 | $7.76M | Sell |
17,107
-5,217
| -23% | -$2.33M | 0.53% | 57 |
|
|
2021
Q4 | $10.6M | Hold |
22,324
| – | – | 0.71% | 37 |
|
|
2021
Q3 | $9.62M | Buy |
22,324
+175
| +0.8% | +$77.5K | 0.72% | 39 |
|
|
2021
Q2 | $8.81M | Hold |
22,149
| – | – | 0.72% | 39 |
|
|
2021
Q1 | $8.81M | Sell |
22,149
-270
| -1% | -$105K | 0.72% | 39 |
|
|
2020
Q4 | $8.42M | Buy |
22,419
+469
| +2% | +$167K | 0.73% | 39 |
|
|
2020
Q3 | $7.38M | Buy |
21,950
+95
| +0.4% | +$31.6K | 0.64% | 48 |
|
|
2020
Q2 | $6.77M | Hold |
21,855
| – | – | 0.66% | 46 |
|
|
2020
Q1 | $5.65M | Sell |
21,855
-355
| -2% | -$109K | 0.65% | 43 |
|
|
2019
Q4 | $7.18M | Sell |
22,210
-450
| -2% | -$139K | 0.67% | 40 |
|
|
2019
Q3 | $6.76M | Sell |
22,660
-130
| -0.6% | -$38.6K | 0.69% | 35 |
|
|
2019
Q2 | $6.72M | Sell |
22,790
-220
| -1% | -$63.8K | 0.71% | 36 |
|
|
2019
Q1 | $6.55M | Buy |
23,010
+38
| +0.2% | +$10.4K | 0.73% | 33 |
|
|
2018
Q4 | $5.79M | Buy |
22,972
+440
| +2% | +$119K | 0.73% | 36 |
|
|
2018
Q3 | $6.62M | Hold |
22,532
| – | – | 0.71% | 33 |
|
|
2018
Q2 | $6.18M | Hold |
22,532
| – | – | 0.7% | 34 |
|
|
2018
Q1 | $5.98M | Buy |
22,532
+8,325
| +59% | +$2.29M | 0.7% | 33 |
|
|
2017
Q4 | $3.82M | Sell |
14,207
-95
| -0.7% | -$24.9K | 0.45% | 67 |
|
|
2017
Q3 | $3.62M | Hold |
14,302
| – | – | 0.45% | 69 |
|
|
2017
Q2 | $3.48M | Sell |
14,302
-56
| -0.4% | -$13.5K | 0.44% | 69 |
|
|
2017
Q1 | $3.41M | Sell |
14,358
-40
| -0.3% | -$9.36K | 0.44% | 69 |
|
|
2016
Q4 | $3.24M | Hold |
14,398
| – | – | 0.45% | 67 |
|
|
2016
Q3 | $3.13M | Hold |
14,398
| – | – | 0.46% | 60 |
|
|
2016
Q2 | $3.03M | Hold |
14,398
| – | – | 0.45% | 65 |
|
|
2016
Q1 | $2.98M | Buy |
14,398
+1,518
| +12% | +$298K | 0.45% | 67 |
|
|
2015
Q4 | $2.64M | Buy |
12,880
+560
| +5% | +$116K | 0.39% | 78 |
|
|
2015
Q3 | $2.37M | Hold |
12,320
| – | – | 0.38% | 79 |
|
|
2015
Q2 | $2.55M | Sell |
12,320
-80
| -0.6% | -$16.9K | 0.4% | 74 |
|
|
2015
Q1 | $2.58M | Buy |
12,400
+50
| +0.4% | +$10.4K | 0.39% | 76 |
|
|
2014
Q4 | $2.56M | Buy |
12,350
+978
| +9% | +$198K | 0.39% | 73 |
|
|
2014
Q3 | $2.25M | Buy |
11,372
+1,542
| +16% | +$307K | 0.36% | 86 |
|
|
2014
Q2 | $1.94M | Buy |
9,830
+1
| +0% | +$191 | 0.31% | 104 |
|
|
2014
Q1 | $1.85M | Buy |
9,829
+550
| +6% | +$102K | 0.31% | 101 |
|
|
2013
Q4 | $1.72M | Buy |
9,279
+3
| +0% | +$534 | 0.29% | 101 |
|
|
2013
Q3 | $1.57M | Buy |
9,276
+2
| +0% | +$337 | 0.28% | 98 |
|
|
2013
Q2 | $1.49M | Buy |
+9,274
| New | +$1.5M | 0.28% | 100 |
|
Other funds holding IVV
CM
Leavell Investment Management's IVV Position: Q2 2026 in Review
Leavell Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $200K and bringing the position to 17,227 shares worth $12.9M. The position accounts for 0.47% of the portfolio, ranked #45.
Leavell Investment Management first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Leavell Investment Management held 17,227 shares of iShares Core S&P 500 ETF worth $12.9M as of Q2 2026.
- Leavell Investment Management bought 275 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $200K.
- iShares Core S&P 500 ETF made up 0.47% of Leavell Investment Management's portfolio in Q2 2026, its #45 holding.
- Leavell Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
- 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.