Leavell Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$216K | 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 | +$206K | 0.02% | 377 |
|
|
2018
Q4 | – | Sell |
-2,818
| Closed | -$206K | – | 364 |
|
|
2018
Q3 | $206K | Buy |
+2,818
| New | +$206K | 0.02% | 367 |
|