Leavell Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.94M | Sell |
9,776
-2
| -0% | -$562 | 0.11% | 181 |
|
|
2026
Q1 | $2.42M | Sell |
9,778
-407
| -4% | -$105K | 0.1% | 195 |
|
|
2025
Q4 | $2.51M | Sell |
10,185
-15
| -0.1% | -$3.69K | 0.1% | 189 |
|
|
2025
Q3 | $2.47M | Sell |
10,200
-2,039
| -17% | -$468K | 0.1% | 195 |
|
|
2025
Q2 | $2.64M | Sell |
12,239
-34
| -0.3% | -$6.84K | 0.12% | 178 |
|
|
2025
Q1 | $2.45M | Sell |
12,273
-50
| -0.4% | -$10.8K | 0.12% | 174 |
|
|
2024
Q4 | $2.72M | Hold |
12,323
| – | – | 0.13% | 157 |
|
|
2024
Q3 | $2.72M | Sell |
12,323
-70
| -0.6% | -$15K | 0.14% | 157 |
|
|
2024
Q2 | $2.51M | Buy |
12,393
+729
| +6% | +$147K | 0.14% | 151 |
|
|
2024
Q1 | $2.45M | Sell |
11,664
-772
| -6% | -$154K | 0.14% | 143 |
|
|
2023
Q4 | $2.5M | Buy |
12,436
+4
| +0% | +$717 | 0.16% | 138 |
|
|
2023
Q3 | $2.21M | Buy |
12,432
+408
| +3% | +$76.6K | 0.15% | 139 |
|
|
2023
Q2 | $2.25M | Sell |
12,024
-10
| -0.1% | -$1.78K | 0.15% | 145 |
|
|
2023
Q1 | $2.15M | Hold |
12,034
| – | – | 0.15% | 143 |
|
|
2022
Q4 | $2.1M | Buy |
12,034
+80
| +0.7% | +$14.2K | 0.16% | 144 |
|
|
2022
Q3 | $1.97M | Hold |
11,954
| – | – | 0.16% | 142 |
|
|
2022
Q2 | $2.02M | Buy |
11,954
+76
| +0.6% | +$14K | 0.15% | 143 |
|
|
2022
Q1 | $2.44M | Buy |
11,878
+105
| +0.9% | +$21.4K | 0.17% | 135 |
|
|
2021
Q4 | $2.62M | Hold |
11,773
| – | – | 0.17% | 132 |
|
|
2021
Q3 | $2.58M | Buy |
11,773
+40
| +0.3% | +$8.87K | 0.19% | 125 |
|
|
2021
Q2 | $2.59M | Hold |
11,733
| – | – | 0.21% | 121 |
|
|
2021
Q1 | $2.59M | Hold |
11,733
| – | – | 0.21% | 121 |
|
|
2020
Q4 | $2.3M | Sell |
11,733
-61
| -0.5% | -$10.7K | 0.2% | 123 |
|
|
2020
Q3 | $1.77M | Hold |
11,794
| – | – | 0.15% | 136 |
|
|
2020
Q2 | $1.69M | Buy |
11,794
+133
| +1% | +$17.5K | 0.16% | 127 |
|
|
2020
Q1 | $1.33M | Buy |
11,661
+770
| +7% | +$115K | 0.15% | 132 |
|
|
2019
Q4 | $1.8M | Hold |
10,891
| – | – | 0.17% | 132 |
|
|
2019
Q3 | $1.65M | Hold |
10,891
| – | – | 0.17% | 137 |
|
|
2019
Q2 | $1.69M | Buy |
10,891
+185
| +2% | +$28.5K | 0.18% | 136 |
|
|
2019
Q1 | $1.64M | Sell |
10,706
-5
| -0% | -$751 | 0.18% | 135 |
|
|
2018
Q4 | $1.43M | Buy |
10,711
+64
| +0.6% | +$9.55K | 0.18% | 136 |
|
|
2018
Q3 | $1.8M | Buy |
10,647
+140
| +1% | +$23.6K | 0.19% | 127 |
|
|
2018
Q2 | $1.72M | Hold |
10,507
| – | – | 0.2% | 129 |
|
|
2018
Q1 | $1.59M | Hold |
10,507
| – | – | 0.19% | 134 |
|
|
2017
Q4 | $1.6M | Sell |
10,507
-335
| -3% | -$50.3K | 0.19% | 137 |
|
|
2017
Q3 | $1.61M | Sell |
10,842
-565
| -5% | -$79.5K | 0.2% | 134 |
|
|
2017
Q2 | $1.61M | Hold |
11,407
| – | – | 0.2% | 127 |
|
|
2017
Q1 | $1.57M | Hold |
11,407
| – | – | 0.2% | 125 |
|
|
2016
Q4 | $1.54M | Hold |
11,407
| – | – | 0.21% | 121 |
|
|
2016
Q3 | $1.42M | Buy |
11,407
+460
| +4% | +$55.9K | 0.21% | 130 |
|
|
2016
Q2 | $1.26M | Buy |
10,947
+44
| +0.4% | +$4.96K | 0.19% | 134 |
|
|
2016
Q1 | $1.21M | Sell |
10,903
-15
| -0.1% | -$1.55K | 0.18% | 138 |
|
|
2015
Q4 | $1.23M | Hold |
10,918
| – | – | 0.18% | 135 |
|
|
2015
Q3 | $1.19M | Sell |
10,918
-500
| -4% | -$59.3K | 0.19% | 134 |
|
|
2015
Q2 | $1.43M | Sell |
11,418
-15
| -0.1% | -$1.87K | 0.22% | 132 |
|
|
2015
Q1 | $1.42M | Hold |
11,433
| – | – | 0.22% | 138 |
|
|
2014
Q4 | $1.37M | Sell |
11,433
-472
| -4% | -$54K | 0.21% | 141 |
|
|
2014
Q3 | $1.3M | Sell |
11,905
-16,050
| -57% | -$1.84M | 0.21% | 142 |
|
|
2014
Q2 | $3.32M | Sell |
27,955
-790
| -3% | -$89.7K | 0.53% | 51 |
|
|
2014
Q1 | $3.34M | Buy |
28,745
+1,681
| +6% | +$194K | 0.56% | 50 |
|
|
2013
Q4 | $3.12M | Hold |
27,064
| – | – | 0.53% | 52 |
|
|
2013
Q3 | $2.88M | Buy |
27,064
+700
| +3% | +$72.4K | 0.52% | 54 |
|
|
2013
Q2 | $2.56M | Buy |
+26,364
| New | +$2.52M | 0.48% | 57 |
|
Other funds holding IWM
Leavell Investment Management's IWM Position: Q2 2026 in Review
Leavell Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2026, selling an estimated $562 and leaving 9,776 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #181.
Leavell Investment Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.34M in Q1 2014. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Leavell Investment Management held 9,776 shares of iShares Russell 2000 ETF worth $2.94M as of Q2 2026.
- Leavell Investment Management sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
- iShares Russell 2000 ETF made up 0.11% of Leavell Investment Management's portfolio in Q2 2026, its #181 holding.
- Leavell Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
- Leavell Investment Management's iShares Russell 2000 ETF position peaked at $3.34M in Q1 2014.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.