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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77M	Sell	15,567 -66	-0.4%	-$15.4K	0.13%	169
2026 Q1	$3.34M	Sell	15,633 -280	-2%	-$61.3K	0.13%	167
2025 Q4	$3.35M	Sell	15,913 -500	-3%	-$103K	0.12%	168
2025 Q3	$3.34M	Hold	16,413	–	–	0.12%	164
2025 Q2	$3.19M	Sell	16,413 -6,200	-27%	-$1.15M	0.12%	168
2025 Q1	$4.25M	Sell	22,613 -554	-2%	-$106K	0.17%	154
2024 Q4	$4.29M	Buy	23,167 +204	+0.9%	+$39.1K	0.17%	152
2024 Q3	$4.36M	Hold	22,963	–	–	0.17%	154
2024 Q2	$4.01M	Buy	+22,963	New	+$4.02M	0.16%	156

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Azimuth Capital Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.42% in Q2 2026, selling an estimated $15.4K and leaving 15,567 shares worth $3.77M. The position accounts for 0.13% of the portfolio, ranked #169.

Azimuth Capital Investment Management first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.36M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Azimuth Capital Investment Management held 15,567 shares of iShares Russell 1000 Value ETF worth $3.77M as of Q2 2026.
Azimuth Capital Investment Management sold 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
iShares Russell 1000 Value ETF made up 0.13% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #169 holding.
Azimuth Capital Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Azimuth Capital Investment Management's iShares Russell 1000 Value ETF position peaked at $4.36M in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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