Leavell Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Hold	2,818	–	–	0.02%	434
2026 Q1	$447K	Hold	2,818	–	–	0.02%	439
2025 Q4	$467K	Hold	2,818	–	–	0.02%	423
2025 Q3	$458K	Hold	2,818	–	–	0.02%	428
2025 Q2	$425K	Hold	2,818	–	–	0.02%	436
2025 Q1	$384K	Hold	2,818	–	–	0.02%	429
2024 Q4	$403K	Hold	2,818	–	–	0.02%	414
2024 Q3	$393K	Hold	2,818	–	–	0.02%	429
2024 Q2	$373K	Hold	2,818	–	–	0.02%	407
2024 Q1	$361K	Hold	2,818	–	–	0.02%	398
2023 Q4	$328K	Hold	2,818	–	–	0.02%	390
2023 Q3	$296K	Hold	2,818	–	–	0.02%	389
2023 Q2	$305K	Hold	2,818	–	–	0.02%	392
2023 Q1	$282K	Hold	2,818	–	–	0.02%	397
2022 Q4	$263K	Hold	2,818	–	–	0.02%	391
2022 Q3	$247K	Hold	2,818	–	–	0.02%	394
2022 Q2	$260K	Hold	2,818	–	–	0.02%	385
2022 Q1	$314K	Hold	2,818	–	–	0.02%	360
2021 Q4	$332K	Hold	2,818	–	–	0.02%	364
2021 Q3	$304K	Hold	2,818	–	–	0.02%	347
2021 Q2	$281K	Hold	2,818	–	–	0.02%	343
2021 Q1	$281K	Hold	2,818	–	–	0.02%	343
2020 Q4	$266K	Hold	2,818	–	–	0.02%	343
2020 Q3	$235K	Hold	2,818	–	–	0.02%	339
2020 Q2	$216K	Buy	+2,818	New	+$203K	0.02%	341
2020 Q1	–	Sell	-2,818	Closed	-$225K	–	368
2019 Q4	$225K	Hold	2,818	–	–	0.02%	363
2019 Q3	$208K	Hold	2,818	–	–	0.02%	369
2019 Q2	$206K	Buy	+2,818	New	+$203K	0.02%	377
2018 Q4	–	Sell	-2,818	Closed	-$206K	–	364
2018 Q3	$206K	Buy	+2,818	New	+$201K	0.02%	367

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Leavell Investment Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,818 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #434.

Leavell Investment Management first reported a position in IYY in Q3 2018 and has held it in 29 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Leavell Investment Management held 2,818 shares of iShares Dow Jones US ETF worth $514K as of Q2 2026.
Leavell Investment Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #434 holding.
Leavell Investment Management first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 29 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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