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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.19M	Sell	16,413 -6,200	-27%	-$1.2M	0.12%	168
2025 Q1	$4.25M	Sell	22,613 -554	-2%	-$104K	0.17%	154
2024 Q4	$4.29M	Buy	23,167 +204	+0.9%	+$37.8K	0.17%	152
2024 Q3	$4.36M	Hold	22,963	–	–	0.17%	154
2024 Q2	$4.01M	Buy	+22,963	New	+$4.01M	0.16%	156