Azimuth Capital Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Azimuth Capital Investment Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Sell	31,060 -11	-0%	-$763	0.08%	181
2025 Q4	$2.05M	Buy	31,071 +11	+0%	+$721	0.07%	185
2025 Q3	$2.03M	Sell	31,060 -2,000	-6%	-$129K	0.07%	179
2025 Q2	$2.05M	Hold	33,060	–	–	0.08%	178
2025 Q1	$1.93M	Hold	33,060	–	–	0.08%	181
2024 Q4	$2.06M	Sell	33,060 -1,500	-4%	-$96.2K	0.08%	180
2024 Q3	$2.15M	Sell	34,560 -575	-2%	-$34.7K	0.08%	181
2024 Q2	$2.06M	Sell	35,135 -250	-0.7%	-$14.7K	0.08%	188
2024 Q1	$2.15M	Sell	35,385 -625	-2%	-$35.4K	0.09%	183
2023 Q4	$2M	Sell	36,010 -3,000	-8%	-$152K	0.09%	182
2023 Q3	$1.95M	Sell	39,010 -50	-0.1%	-$2.62K	0.1%	187
2023 Q2	$2.04M	Buy	39,060 +2,875	+8%	+$143K	0.1%	187
2023 Q1	$1.81M	Sell	36,185 -1,200	-3%	-$61.1K	0.09%	196
2022 Q4	$1.81M	Sell	37,385 -390	-1%	-$18.8K	0.09%	195
2022 Q3	$1.66M	Hold	37,775	–	–	0.09%	193
2022 Q2	$1.71M	Buy	+37,775	New	+$1.86M	0.09%	196

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Azimuth Capital Investment Management's IJH Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q1 2026, selling an estimated $763 and leaving 31,060 shares worth $2.1M. The position accounts for 0.08% of the portfolio, ranked #181.

Azimuth Capital Investment Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Azimuth Capital Investment Management held 31,060 shares of iShares Core S&P Mid-Cap ETF worth $2.1M as of Q1 2026.
Azimuth Capital Investment Management sold 11 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $763.
iShares Core S&P Mid-Cap ETF made up 0.08% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #181 holding.
Azimuth Capital Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q3 2024.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.