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Azimuth Capital Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Azimuth Capital Investment Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.89M Sell
32,804
-1,890
-5% -$228K 0.15% 160
2025
Q4 		$3.95M Sell
34,694
-80
-0.2% -$8.97K 0.14% 163
2025
Q3 		$3.85M Sell
34,774
-4,000
-10% -$425K 0.14% 156
2025
Q2 		$3.86M Sell
38,774
-6,762
-15% -$639K 0.14% 161
2025
Q1 		$4.44M Sell
45,536
-1,050
-2% -$111K 0.18% 152
2024
Q4 		$5.06M Sell
46,586
-2,000
-4% -$222K 0.2% 141
2024
Q3 		$5.23M Sell
48,586
-966
-2% -$100K 0.2% 144
2024
Q2 		$4.82M Buy
49,552
+44,758
+934% +$4.4M 0.2% 146
2024
Q1 		$493K Sell
4,794
-200
-4% -$19.8K 0.02% 243
2023
Q4 		$515K Hold
4,994
– – 0.02% 237
2023
Q3 		$446K Buy
4,994
+100
+2% +$9.52K 0.02% 242
2023
Q2 		$465K Buy
4,894
+50
+1% +$4.57K 0.02% 245
2023
Q1 		$453K Buy
4,844
+174
+4% +$17K 0.02% 253
2022
Q4 		$426K Sell
4,670
-575
-11% -$52.9K 0.02% 259
2022
Q3 		$432K Sell
5,245
-75
-1% -$6.94K 0.02% 251
2022
Q2 		$474K Buy
+5,320
New +$510K 0.02% 256

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Azimuth Capital Investment Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.4% in Q1 2026, selling an estimated $228K and leaving 32,804 shares worth $3.89M. The position accounts for 0.15% of the portfolio, ranked #160.

Azimuth Capital Investment Management first reported a position in IJS in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.23M in Q3 2024. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Azimuth Capital Investment Management held 32,804 shares of iShares S&P Small-Cap 600 Value ETF worth $3.89M as of Q1 2026.
  • Azimuth Capital Investment Management sold 1,890 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $228K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.15% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #160 holding.
  • Azimuth Capital Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $5.23M in Q3 2024.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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