ACIM
IJR icon

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

Azimuth Capital Investment Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Buy
13,045
+1,250
+11% +$159K 0.06% 187
2025
Q4 		$1.42M Buy
11,795
+4,000
+51% +$478K 0.05% 196
2025
Q3 		$926K Buy
7,795
+5,000
+179% +$575K 0.03% 210
2025
Q2 		$305K Buy
2,795
+301
+12% +$31.1K 0.01% 271
2025
Q1 		$261K Buy
2,494
+175
+8% +$19.7K 0.01% 281
2024
Q4 		$267K Sell
2,319
-199
-8% -$23.8K 0.01% 283
2024
Q3 		$295K Buy
2,518
+6
+0.2% +$678 0.01% 278
2024
Q2 		$268K Buy
2,512
+95
+4% +$10.2K 0.01% 282
2024
Q1 		$267K Sell
2,417
-159
-6% -$16.9K 0.01% 278
2023
Q4 		$279K Sell
2,576
-1,089
-30% -$105K 0.01% 271
2023
Q3 		$346K Hold
3,665
– – 0.02% 258
2023
Q2 		$365K Buy
3,665
+1,526
+71% +$145K 0.02% 258
2023
Q1 		$207K Buy
+2,139
New +$214K 0.01% 297

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Azimuth Capital Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, buying an estimated $159K and bringing the position to 13,045 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #187.

Azimuth Capital Investment Management first reported a position in IJR in Q1 2023 and has held it in 13 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Azimuth Capital Investment Management held 13,045 shares of iShares Core S&P Small-Cap ETF worth $1.62M as of Q1 2026.
  • Azimuth Capital Investment Management bought 1,250 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $159K.
  • iShares Core S&P Small-Cap ETF made up 0.06% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #187 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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