Leavell Investment Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$467K	Hold	2,576	–	–	0.02%	431
2025 Q4	$514K	Sell	2,576 -18	-0.7%	-$3.6K	0.02%	402
2025 Q3	$508K	Buy	2,594 +38	+1%	+$6.95K	0.02%	408
2025 Q2	$443K	Hold	2,556	–	–	0.02%	428
2025 Q1	$359K	Sell	2,556 -45	-2%	-$7.01K	0.02%	441
2024 Q4	$415K	Sell	2,601 -21	-0.8%	-$3.32K	0.02%	404
2024 Q3	$398K	Buy	2,622 +21	+0.8%	+$3.09K	0.02%	427
2024 Q2	$391K	Hold	2,601	–	–	0.02%	394
2024 Q1	$351K	Sell	2,601 -20	-0.8%	-$2.6K	0.02%	402
2023 Q4	$322K	Buy	2,621 +35	+1%	+$3.96K	0.02%	392
2023 Q3	$272K	Hold	2,586	–	–	0.02%	407
2023 Q2	$282K	Buy	2,586 +180	+7%	+$17.7K	0.02%	404
2023 Q1	$223K	Buy	+2,406	New	+$202K	0.02%	430
2022 Q2	–	Sell	-2,446	Closed	-$252K	–	437
2022 Q1	$252K	Buy	2,446 +90	+4%	+$9.19K	0.02%	387
2021 Q4	$271K	Hold	2,356	–	–	0.02%	392
2021 Q3	$239K	Sell	2,356 -80	-3%	-$8.35K	0.02%	374
2021 Q2	$214K	Hold	2,436	–	–	0.02%	383
2021 Q1	$214K	Hold	2,436	–	–	0.02%	383
2020 Q4	$207K	Buy	+2,436	New	+$195K	0.02%	367

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Leavell Investment Management's IYW Position: Q1 2026 in Review

Leavell Investment Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,576 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #431.

Leavell Investment Management first reported a position in IYW in Q4 2020 and has held it in 19 quarters since. The position peaked at $514K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Leavell Investment Management held 2,576 shares of iShares US Technology ETF worth $467K as of Q1 2026.
Leavell Investment Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.02% of Leavell Investment Management's portfolio in Q1 2026, its #431 holding.
Leavell Investment Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 19 quarters since.
Leavell Investment Management's iShares US Technology ETF position peaked at $514K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.