Azimuth Capital Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$589K Sell
2025
Q1
$543K Hold
2024
Q4
$569K Buy
2024
Q3
$535K Sell
2024
Q2
$603K Hold
2024
Q1
$579K Sell
2023
Q4
$560K Sell
2023
Q3
$645K Sell
2023
Q2
$769K Sell
2023
Q1
$718K Sell
2022
Q4
$694K Sell
2022
Q3
$666K Sell
2022
Q2
$722K Buy