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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
Q2 		$648K Sell
2,570
-6
-0.2% -$1.38K 0.02% 390
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Leavell Investment Management reduced its iShares US Technology ETF (IYW) stake by 0.23% in Q2 2026, selling an estimated $1.38K and leaving 2,570 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #390.

Leavell Investment Management first reported a position in IYW in Q4 2020 and has held it in 20 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Leavell Investment Management held 2,570 shares of iShares US Technology ETF worth $648K as of Q2 2026.
  • Leavell Investment Management sold 6 iShares US Technology ETF shares in Q2 2026, an estimated $1.38K.
  • iShares US Technology ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #390 holding.
  • Leavell Investment Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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