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

Leavell Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$827K Buy
3,410
+386
+13% +$89.9K 0.03% 351
2026
Q1 		$646K Sell
3,024
-193
-6% -$42.3K 0.03% 371
2025
Q4 		$677K Hold
3,217
– – 0.03% 353
2025
Q3 		$655K Sell
3,217
-99
-3% -$19.7K 0.03% 368
2025
Q2 		$644K Sell
3,316
-1
-0% -$185 0.03% 362
2025
Q1 		$624K Sell
3,317
-65
-2% -$12.4K 0.03% 345
2024
Q4 		$626K Buy
3,382
+3
+0.1% +$575 0.03% 343
2024
Q3 		$641K Hold
3,379
– – 0.03% 348
2024
Q2 		$590K Buy
3,379
+56
+2% +$9.79K 0.03% 337
2024
Q1 		$595K Sell
3,323
-11
-0.3% -$1.86K 0.03% 325
2023
Q4 		$551K Buy
3,334
+398
+14% +$61.5K 0.04% 315
2023
Q3 		$449K Buy
2,936
+6
+0.2% +$952 0.03% 340
2023
Q2 		$462K Sell
2,930
-28
-0.9% -$4.28K 0.03% 335
2023
Q1 		$450K Sell
2,958
-122
-4% -$18.8K 0.03% 332
2022
Q4 		$467K Buy
3,080
+50
+2% +$7.48K 0.04% 321
2022
Q3 		$412K Hold
3,030
– – 0.03% 329
2022
Q2 		$439K Buy
3,030
+266
+10% +$41.6K 0.03% 318
2022
Q1 		$459K Buy
2,764
+65
+2% +$10.7K 0.03% 320
2021
Q4 		$453K Sell
2,699
-15
-0.6% -$2.46K 0.03% 333
2021
Q3 		$425K Sell
2,714
-698
-20% -$112K 0.03% 313
2021
Q2 		$517K Hold
3,412
– – 0.04% 281
2021
Q1 		$517K Buy
3,412
+165
+5% +$23.9K 0.04% 281
2020
Q4 		$444K Buy
3,247
+880
+37% +$113K 0.04% 281
2020
Q3 		$280K Hold
2,367
– – 0.02% 321
2020
Q2 		$267K Hold
2,367
– – 0.03% 325
2020
Q1 		$235K Hold
2,367
– – 0.03% 319
2019
Q4 		$323K Buy
2,367
+89
+4% +$11.7K 0.03% 312
2019
Q3 		$292K Hold
2,278
– – 0.03% 324
2019
Q2 		$290K Buy
2,278
+607
+36% +$76K 0.03% 323
2019
Q1 		$206K Buy
+1,671
New +$201K 0.02% 364

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Leavell Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q2 2026, buying an estimated $89.9K and bringing the position to 3,410 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #351.

Leavell Investment Management first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Leavell Investment Management held 3,410 shares of iShares Russell 1000 Value ETF worth $827K as of Q2 2026.
  • Leavell Investment Management bought 386 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $89.9K.
  • iShares Russell 1000 Value ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #351 holding.
  • Leavell Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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