Leavell Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Leavell Investment Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.43M	Hold	4,221	–	–	0.06%	254
2025 Q1	$1.29M	Hold	4,221	–	–	0.06%	254
2024 Q4	$1.36M	Hold	4,221	–	–	0.07%	242
2024 Q3	$1.33M	Hold	4,221	–	–	0.07%	256
2024 Q2	$1.26M	Hold	4,221	–	–	0.07%	237
2024 Q1	$1.22M	Buy	4,221 +221	+6%	+$63.7K	0.07%	240
2023 Q4	$1.05M	Hold	4,000	–	–	0.07%	256
2023 Q3	$944K	Hold	4,000	–	–	0.07%	252
2023 Q2	$975K	Hold	4,000	–	–	0.07%	252
2023 Q1	$901K	Hold	4,000	–	–	0.06%	259
2022 Q4	$842K	Hold	4,000	–	–	0.06%	259
2022 Q3	$789K	Hold	4,000	–	–	0.06%	254
2022 Q2	$831K	Hold	4,000	–	–	0.06%	246
2022 Q1	$1M	Hold	4,000	–	–	0.07%	236
2021 Q4	$1.06M	Hold	4,000	–	–	0.07%	234
2021 Q3	$967K	Hold	4,000	–	–	0.07%	221
2021 Q2	$895K	Hold	4,000	–	–	0.07%	219
2021 Q1	$895K	Hold	4,000	–	–	0.07%	219
2020 Q4	$847K	Hold	4,000	–	–	0.07%	213
2020 Q3	$749K	Hold	4,000	–	–	0.07%	216
2020 Q2	$687K	Hold	4,000	–	–	0.07%	217
2020 Q1	$566K	Hold	4,000	–	–	0.07%	213
2019 Q4	$714K	Hold	4,000	–	–	0.07%	227
2019 Q3	$658K	Hold	4,000	–	–	0.07%	229
2019 Q2	$651K	Hold	4,000	–	–	0.07%	233
2019 Q1	$629K	Hold	4,000	–	–	0.07%	231
2018 Q4	$555K	Hold	4,000	–	–	0.07%	228
2018 Q3	$650K	Hold	4,000	–	–	0.07%	229
2018 Q2	$608K	Hold	4,000	–	–	0.07%	229
2018 Q1	$587K	Hold	4,000	–	–	0.07%	236
2017 Q4	$594K	Hold	4,000	–	–	0.07%	234
2017 Q3	$560K	Hold	4,000	–	–	0.07%	236
2017 Q2	$541K	Hold	4,000	–	–	0.07%	241
2017 Q1	$525K	Hold	4,000	–	–	0.07%	235
2016 Q4	$498K	Hold	4,000	–	–	0.07%	235
2016 Q3	$482K	Hold	4,000	–	–	0.07%	240
2016 Q2	$468K	Hold	4,000	–	–	0.07%	248
2016 Q1	$456K	Sell	4,000 -1,000	-20%	-$114K	0.07%	240
2015 Q4	$567K	Hold	5,000	–	–	0.08%	206
2015 Q3	$535K	Hold	5,000	–	–	0.08%	209
2015 Q2	$580K	Hold	5,000	–	–	0.09%	217
2015 Q1	$579K	Hold	5,000	–	–	0.09%	219
2014 Q4	$573K	Hold	5,000	–	–	0.09%	214
2014 Q3	$549K	Hold	5,000	–	–	0.09%	218
2014 Q2	$551K	Hold	5,000	–	–	0.09%	222
2014 Q1	$524K	Hold	5,000	–	–	0.09%	222
2013 Q4	$516K	Hold	5,000	–	–	0.09%	217
2013 Q3	$471K	Hold	5,000	–	–	0.08%	220
2013 Q2	$450K	Buy	+5,000	New	+$450K	0.08%	221