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Azimuth Capital Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Azimuth Capital Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
9,655
+330
+4% +$39.7K 0.04% 198
2025
Q4 		$1.15M Sell
9,325
-383
-4% -$46.9K 0.04% 205
2025
Q3 		$1.17M Buy
9,708
+1,406
+17% +$162K 0.04% 199
2025
Q2 		$914K Buy
8,302
+300
+4% +$29.7K 0.03% 213
2025
Q1 		$743K Buy
8,002
+138
+2% +$13.9K 0.03% 222
2024
Q4 		$798K Buy
7,864
+15
+0.2% +$1.5K 0.03% 220
2024
Q3 		$752K Buy
7,849
+55
+0.7% +$5.08K 0.03% 223
2024
Q2 		$721K Sell
7,794
-128
-2% -$11K 0.03% 223
2024
Q1 		$669K Sell
7,922
-243
-3% -$19.5K 0.03% 225
2023
Q4 		$613K Sell
8,165
-215
-3% -$15.3K 0.03% 228
2023
Q3 		$573K Buy
8,380
+75
+0.9% +$5.31K 0.03% 235
2023
Q2 		$585K Sell
8,305
-2,490
-23% -$165K 0.03% 235
2023
Q1 		$690K Sell
10,795
-139,449
-93% -$8.52M 0.03% 230
2022
Q4 		$8.79M Buy
150,244
+139,453
+1,292% +$8.37M 0.45% 70
2022
Q3 		$624K Buy
10,791
+18
+0.2% +$1.17K 0.03% 229
2022
Q2 		$650K Buy
+10,773
New +$713K 0.03% 239

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Azimuth Capital Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q1 2026, buying an estimated $39.7K and bringing the position to 9,655 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #198.

Azimuth Capital Investment Management first reported a position in IVW in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.79M in Q4 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Azimuth Capital Investment Management held 9,655 shares of iShares S&P 500 Growth ETF worth $1.09M as of Q1 2026.
  • Azimuth Capital Investment Management bought 330 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $39.7K.
  • iShares S&P 500 Growth ETF made up 0.04% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #198 holding.
  • Azimuth Capital Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's iShares S&P 500 Growth ETF position peaked at $8.79M in Q4 2022.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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