ACIM
IVV icon

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
Q2 		$654K Sell
873
-40
-4% -$29.1K 0.02% 234
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Azimuth Capital Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, selling an estimated $29.1K and leaving 873 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #234.

Azimuth Capital Investment Management first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $769K in Q2 2023. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Azimuth Capital Investment Management held 873 shares of iShares Core S&P 500 ETF worth $654K as of Q2 2026.
  • Azimuth Capital Investment Management sold 40 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core S&P 500 ETF made up 0.02% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #234 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's iShares Core S&P 500 ETF position peaked at $769K in Q2 2023.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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