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Azimuth Capital Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Azimuth Capital Investment Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
6,257
+67
+1% +$15K 0.05% 198
2026
Q1 		$1.31M Buy
6,190
+902
+17% +$195K 0.05% 193
2025
Q4 		$1.12M Sell
5,288
-205
-4% -$43K 0.04% 206
2025
Q3 		$1.13M Sell
5,493
-830
-13% -$167K 0.04% 201
2025
Q2 		$1.24M Buy
6,323
+62
+1% +$11.5K 0.05% 199
2025
Q1 		$1.19M Buy
6,261
+1,101
+21% +$213K 0.05% 198
2024
Q4 		$985K Buy
5,160
+9
+0.2% +$1.78K 0.04% 207
2024
Q3 		$1.02M Buy
5,151
+28
+0.5% +$5.32K 0.04% 208
2024
Q2 		$932K Sell
5,123
-240
-4% -$43.7K 0.04% 210
2024
Q1 		$1M Sell
5,363
-69
-1% -$12.3K 0.04% 209
2023
Q4 		$945K Sell
5,432
-374
-6% -$60.1K 0.04% 211
2023
Q3 		$893K Sell
5,806
-85
-1% -$13.7K 0.04% 216
2023
Q2 		$950K Sell
5,891
-1
-0% -$154 0.05% 215
2023
Q1 		$894K Sell
5,892
-910
-13% -$138K 0.04% 223
2022
Q4 		$987K Sell
6,802
-315
-4% -$45K 0.05% 219
2022
Q3 		$915K Sell
7,117
-928
-12% -$131K 0.05% 214
2022
Q2 		$1.11M Buy
+8,045
New +$1.19M 0.06% 215

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Azimuth Capital Investment Management's IVE Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its iShares S&P 500 Value ETF (IVE) stake by 1.1% in Q2 2026, buying an estimated $15K and bringing the position to 6,257 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #198.

Azimuth Capital Investment Management first reported a position in IVE in Q2 2022 and has held it in 17 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Azimuth Capital Investment Management held 6,257 shares of iShares S&P 500 Value ETF worth $1.42M as of Q2 2026.
  • Azimuth Capital Investment Management bought 67 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $15K.
  • iShares S&P 500 Value ETF made up 0.05% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #198 holding.
  • Azimuth Capital Investment Management first reported a position in iShares S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.