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iShares S&P SmallCap 600 Index shares owned by Leavell Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 34k 118.83
2025-06-30 $4.1M 38k 109.29
2025-03-31 $4.4M 42k 104.57
2024-12-31 $4.9M 43k 115.22
2024-09-30 $5.1M 43k 116.96
2024-06-30 $4.7M 44k 106.67
2024-03-31 $5.0M 45k 110.51
2023-12-31 $4.9M 46k 108.24
2023-09-30 $4.8M 51k 94.78
2023-06-30 $4.1M 41k 99.65
2023-03-31 $3.8M 40k 96.71
2022-12-31 $3.8M 40k 94.64
2022-09-30 $3.1M 36k 87.20
2022-06-30 $3.0M 33k 92.41
2022-03-31 $3.5M 33k 107.89
2021-12-31 $4.1M 36k 114.52
2021-09-30 $3.9M 36k 109.18
2021-06-30 $3.9M 36k 108.52
2021-03-31 $3.9M 36k 108.52
2020-12-31 $3.3M 35k 91.91
2020-09-30 $2.5M 36k 70.23
2020-06-30 $2.7M 40k 68.28
2020-03-31 $2.5M 45k 56.10
2019-12-31 $3.8M 45k 83.86
2019-09-30 $3.5M 45k 77.84
2019-06-30 $3.6M 46k 78.28
2019-03-31 $3.7M 48k 77.15
2018-12-31 $3.3M 48k 69.31
2018-09-30 $4.2M 48k 87.53
2018-06-30 $4.0M 48k 83.70
2018-03-31 $3.6M 47k 77.00
2017-12-31 $3.2M 42k 76.82
2017-09-30 $3.3M 44k 74.23
2017-06-30 $3.1M 44k 70.10
2017-03-31 $3.1M 45k 69.17
2016-12-31 $3.3M 24k 137.50
2016-09-30 $2.7M 22k 124.14
2016-06-30 $2.5M 21k 116.19
2016-03-31 $2.4M 21k 112.59
2015-12-31 $2.3M 21k 110.09
2015-09-30 $2.2M 21k 106.58
2015-06-30 $2.5M 21k 117.87
2015-03-31 $2.5M 21k 118.02
2014-12-31 $2.3M 21k 114.04
2014-09-30 $2.2M 21k 104.30
2014-06-30 $2.4M 22k 112.11
2014-03-31 $2.3M 21k 110.14
2013-12-31 $2.2M 20k 109.14
2013-09-30 $2.1M 21k 99.82
2013-06-30 $1.8M 20k 90.30
2013-03-31 $1.7M 20k 87.07
2012-12-31 $1.5M 19k 78.08
2012-09-30 $1.4M 18k 77.10
2012-06-30 $1.2M 17k 73.29
2012-03-31 $1.3M 17k 76.29
2011-12-31 $1.1M 17k 68.29
2011-09-30 $997k 17k 58.53
2011-06-30 $1.2M 17k 73.56
2011-03-31 $1.2M 17k 73.56
2010-09-30 $989k 17k 59.10
2010-06-30 $906k 17k 54.14

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard Small Cap ETF Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Blackstone Group Com Cl A (BX)

View all positions for Leavell Investment Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index