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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Buy	4,421 +200	+5%	+$79.3K	0.07%	246
2026 Q1	$1.51M	Hold	4,221	–	–	0.06%	262
2025 Q4	$1.58M	Hold	4,221	–	–	0.07%	243
2025 Q3	$1.54M	Hold	4,221	–	–	0.07%	248
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%	+$60.6K	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%	-$108K	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	+$448K	0.08%	221

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leavell Investment Management's IWB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q2 2026, buying an estimated $79.3K and bringing the position to 4,421 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #246.

Leavell Investment Management first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Leavell Investment Management held 4,421 shares of iShares Russell 1000 ETF worth $1.81M as of Q2 2026.
Leavell Investment Management bought 200 iShares Russell 1000 ETF shares in Q2 2026, an estimated $79.3K.
iShares Russell 1000 ETF made up 0.07% of Leavell Investment Management's portfolio in Q2 2026, its #246 holding.
Leavell Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.