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Azimuth Capital Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Azimuth Capital Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$715K Sell
2,004
-435
-18% -$162K 0.03% 219
2025
Q4 		$911K Sell
2,439
-117
-5% -$43.3K 0.03% 213
2025
Q3 		$934K Sell
2,556
-54
-2% -$19K 0.03% 209
2025
Q2 		$886K Sell
2,610
-31
-1% -$9.73K 0.03% 215
2025
Q1 		$810K Buy
2,641
+22
+0.8% +$7.11K 0.03% 215
2024
Q4 		$844K Buy
2,619
+311
+13% +$101K 0.03% 217
2024
Q3 		$726K Buy
2,308
+23
+1% +$6.96K 0.03% 227
2024
Q2 		$680K Sell
2,285
-346
-13% -$99.3K 0.03% 229
2024
Q1 		$758K Sell
2,631
-66
-2% -$18.1K 0.03% 221
2023
Q4 		$707K Sell
2,697
-212
-7% -$51.9K 0.03% 220
2023
Q3 		$683K Buy
2,909
+145
+5% +$35.5K 0.03% 226
2023
Q2 		$674K Buy
2,764
+15
+0.5% +$3.45K 0.03% 229
2023
Q1 		$619K Sell
2,749
-575
-17% -$127K 0.03% 236
2022
Q4 		$700K Sell
3,324
-229
-6% -$48.5K 0.04% 230
2022
Q3 		$701K Sell
3,553
-137
-4% -$30K 0.04% 225
2022
Q2 		$767K Buy
+3,690
New +$834K 0.04% 229

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Azimuth Capital Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 18% in Q1 2026, selling an estimated $162K and leaving 2,004 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #219.

Azimuth Capital Investment Management first reported a position in IWB in Q2 2022 and has held it in 16 quarters since. The position peaked at $934K in Q3 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Azimuth Capital Investment Management held 2,004 shares of iShares Russell 1000 ETF worth $715K as of Q1 2026.
  • Azimuth Capital Investment Management sold 435 iShares Russell 1000 ETF shares in Q1 2026, an estimated $162K.
  • iShares Russell 1000 ETF made up 0.03% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #219 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's iShares Russell 1000 ETF position peaked at $934K in Q3 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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