Leavell Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Hold	4,845	–	–	0.02%	435
2025 Q4	$455K	Hold	4,845	–	–	0.02%	428
2025 Q3	$470K	Hold	4,845	–	–	0.02%	421
2025 Q2	$459K	Hold	4,845	–	–	0.02%	421
2025 Q1	$464K	Hold	4,845	–	–	0.02%	401
2024 Q4	$451K	Hold	4,845	–	–	0.02%	391
2024 Q3	$494K	Buy	4,845 +50	+1%	+$4.82K	0.02%	382
2024 Q2	$421K	Hold	4,795	–	–	0.02%	382
2024 Q1	$431K	Hold	4,795	–	–	0.02%	371
2023 Q4	$438K	Hold	4,795	–	–	0.03%	347
2023 Q3	$379K	Hold	4,795	–	–	0.03%	367
2023 Q2	$415K	Hold	4,795	–	–	0.03%	355
2023 Q1	$407K	Hold	4,795	–	–	0.03%	345
2022 Q4	$404K	Hold	4,795	–	–	0.03%	340
2022 Q3	$390K	Hold	4,795	–	–	0.03%	339
2022 Q2	$441K	Hold	4,795	–	–	0.03%	317
2022 Q1	$519K	Hold	4,795	–	–	0.04%	304
2021 Q4	$557K	Hold	4,795	–	–	0.04%	301
2021 Q3	$491K	Hold	4,795	–	–	0.04%	290
2021 Q2	$441K	Hold	4,795	–	–	0.04%	297
2021 Q1	$441K	Hold	4,795	–	–	0.04%	297
2020 Q4	$411K	Hold	4,795	–	–	0.04%	290
2020 Q3	$383K	Hold	4,795	–	–	0.03%	291
2020 Q2	$378K	Hold	4,795	–	–	0.04%	287
2020 Q1	$334K	Hold	4,795	–	–	0.04%	276
2019 Q4	$446K	Hold	4,795	–	–	0.04%	274
2019 Q3	$449K	Hold	4,795	–	–	0.05%	275
2019 Q2	$419K	Hold	4,795	–	–	0.04%	280
2019 Q1	$417K	Hold	4,795	–	–	0.05%	274
2018 Q4	$359K	Hold	4,795	–	–	0.05%	283
2018 Q3	$387K	Hold	4,795	–	–	0.04%	287
2018 Q2	$390K	Sell	4,795 -383	-7%	-$29.5K	0.04%	288
2018 Q1	$391K	Hold	5,178	–	–	0.05%	282
2017 Q4	$419K	Sell	5,178 -40	-0.8%	-$3.25K	0.05%	278
2017 Q3	$417K	Hold	5,218	–	–	0.05%	270
2017 Q2	$416K	Hold	5,218	–	–	0.05%	273
2017 Q1	$410K	Sell	5,218 -635	-11%	-$49.6K	0.05%	265
2016 Q4	$450K	Hold	5,853	–	–	0.06%	254
2016 Q3	$472K	Hold	5,853	–	–	0.07%	244
2016 Q2	$482K	Sell	5,853 -22	-0.4%	-$1.72K	0.07%	244
2016 Q1	$457K	Hold	5,875	–	–	0.07%	239
2015 Q4	$441K	Sell	5,875 -48	-0.8%	-$3.58K	0.06%	246
2015 Q3	$420K	Buy	5,923 +23	+0.4%	+$1.68K	0.07%	252
2015 Q2	$421K	Sell	5,900 -98	-2%	-$7.43K	0.07%	265
2015 Q1	$476K	Sell	5,998 -32	-0.5%	-$2.56K	0.07%	248
2014 Q4	$463K	Buy	6,030 +1,450	+32%	+$108K	0.07%	249
2014 Q3	$317K	Sell	4,580 -35	-0.8%	-$2.54K	0.05%	307
2014 Q2	$331K	Hold	4,615	–	–	0.05%	298
2014 Q1	$312K	Sell	4,615 -40	-0.9%	-$2.65K	0.05%	304
2013 Q4	$294K	Buy	4,655 +1,116	+32%	+$71.9K	0.05%	309
2013 Q3	$226K	Sell	3,539 -78	-2%	-$5.09K	0.04%	348
2013 Q2	$240K	Buy	+3,617	New	+$256K	0.04%	333