Leavell Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Sell	14,612 -12	-0.1%	-$2.02K	0.1%	201
2025 Q4	$2.5M	Sell	14,624 -16	-0.1%	-$2.7K	0.1%	191
2025 Q3	$2.43M	Buy	14,640 +135	+0.9%	+$21.5K	0.1%	196
2025 Q2	$2.22M	Buy	14,505 +1,290	+10%	+$182K	0.1%	197
2025 Q1	$1.82M	Hold	13,215	–	–	0.09%	208
2024 Q4	$1.91M	Hold	13,215	–	–	0.09%	199
2024 Q3	$1.86M	Hold	13,215	–	–	0.09%	207
2024 Q2	$1.77M	Sell	13,215 -540	-4%	-$69K	0.1%	195
2024 Q1	$1.75M	Buy	13,755 +350	+3%	+$42.4K	0.1%	194
2023 Q4	$1.54M	Sell	13,405 -15,225	-53%	-$1.65M	0.1%	198
2023 Q3	$2.97M	Buy	+28,630	New	+$3.07M	0.21%	120
2020 Q4	–	Sell	-5,674	Closed	-$461K	–	377
2020 Q3	$461K	Hold	5,674	–	–	0.04%	273
2020 Q2	$420K	Sell	5,674 -895	-14%	-$62.6K	0.04%	280
2020 Q1	$404K	Hold	6,569	–	–	0.05%	257
2019 Q4	$494K	Hold	6,569	–	–	0.05%	266
2019 Q3	$453K	Hold	6,569	–	–	0.05%	270
2019 Q2	$447K	Hold	6,569	–	–	0.05%	271
2019 Q1	$431K	Hold	6,569	–	–	0.05%	272
2018 Q4	$384K	Buy	+6,569	New	+$413K	0.05%	271

Other funds holding IWL