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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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