Leavell Investment Management »

iShares Dow Jones U.S. Index Fund shares owned by Leavell Investment Management

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $393k 2.8k 139.59
2024-06-30 $373k 2.8k 132.36
2024-03-31 $361k 2.8k 128.11
2023-12-31 $328k 2.8k 116.39
2023-09-30 $296k 2.8k 105.04
2023-06-30 $305k 2.8k 108.23
2023-03-31 $282k 2.8k 100.07
2022-12-31 $263k 2.8k 93.33
2022-09-30 $247k 2.8k 87.65
2022-06-30 $260k 2.8k 92.26
2022-03-31 $314k 2.8k 111.43
2021-12-31 $332k 2.8k 117.81
2021-09-30 $304k 2.8k 107.88
2021-06-30 $281k 2.8k 99.72
2021-03-31 $281k 2.8k 99.72
2020-12-31 $266k 2.8k 94.39
2020-09-30 $235k 1.4k 166.79
2020-06-30 $216k 1.4k 153.30
2019-12-31 $225k 1.4k 159.69
2019-09-30 $208k 1.4k 147.62
2019-06-30 $206k 1.4k 146.20
2018-09-30 $206k 1.4k 146.20

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)
Microsoft Corporation (MSFT)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Blackstone Group Com Cl A (BX)
Vanguard Small Cap ETF Small Cp Etf (VB)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tst. Tr Unit (SPY)

View all positions for Leavell Investment Management

Top funds holding iShares Dow Jones U.S. Index Fund

Morgan Stanley
LPL Financial
Pnc Financial Services
Savant Capital Management
Sharp Financial Services
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Envestnet Asset Management
Creative Planning

View all funds holding iShares Dow Jones U.S. Index Fund