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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$596K	Buy	913 +20	+2%	+$13.7K	0.02%	232
2025 Q4	$612K	Sell	893 -55	-6%	-$37.3K	0.02%	230
2025 Q3	$634K	Hold	948	–	–	0.02%	230
2025 Q2	$589K	Sell	948 -18	-2%	-$10.3K	0.02%	234
2025 Q1	$543K	Hold	966	–	–	0.02%	239
2024 Q4	$569K	Buy	966 +39	+4%	+$23.1K	0.02%	238
2024 Q3	$535K	Sell	927 -174	-16%	-$96.7K	0.02%	243
2024 Q2	$603K	Hold	1,101	–	–	0.02%	234
2024 Q1	$579K	Sell	1,101 -71	-6%	-$35.5K	0.02%	233
2023 Q4	$560K	Sell	1,172 -330	-22%	-$148K	0.03%	235
2023 Q3	$645K	Sell	1,502 -224	-13%	-$100K	0.03%	229
2023 Q2	$769K	Sell	1,726 -20	-1%	-$8.43K	0.04%	225
2023 Q1	$718K	Sell	1,746 -61	-3%	-$24.5K	0.04%	229
2022 Q4	$694K	Sell	1,807 -50	-3%	-$19.3K	0.04%	232
2022 Q3	$666K	Sell	1,857 -46	-2%	-$18.4K	0.04%	226
2022 Q2	$722K	Buy	+1,903	New	+$783K	0.04%	233

Other funds holding IVV

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Azimuth Capital Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q1 2026, buying an estimated $13.7K and bringing the position to 913 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #232.

Azimuth Capital Investment Management first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $769K in Q2 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Azimuth Capital Investment Management held 913 shares of iShares Core S&P 500 ETF worth $596K as of Q1 2026.
Azimuth Capital Investment Management bought 20 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13.7K.
iShares Core S&P 500 ETF made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #232 holding.
Azimuth Capital Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's iShares Core S&P 500 ETF position peaked at $769K in Q2 2023.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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