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Azimuth Capital Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Azimuth Capital Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
4,921
+144
+3% +$37.1K 0.05% 194
2025
Q4 		$1.18M Sell
4,777
-285
-6% -$70.1K 0.04% 204
2025
Q3 		$1.22M Sell
5,062
-1,909
-27% -$438K 0.04% 194
2025
Q2 		$1.5M Sell
6,971
-980
-12% -$197K 0.06% 191
2025
Q1 		$1.59M Sell
7,951
-1,652
-17% -$358K 0.06% 188
2024
Q4 		$2.12M Sell
9,603
-62
-0.6% -$14.1K 0.08% 178
2024
Q3 		$2.13M Sell
9,665
-634
-6% -$136K 0.08% 182
2024
Q2 		$2.09M Sell
10,299
-171
-2% -$34.6K 0.09% 186
2024
Q1 		$2.2M Buy
10,470
+589
+6% +$117K 0.09% 181
2023
Q4 		$1.98M Sell
9,881
-96
-1% -$17.2K 0.09% 183
2023
Q3 		$1.76M Buy
9,977
+141
+1% +$26.5K 0.09% 190
2023
Q2 		$1.84M Buy
9,836
+35
+0.4% +$6.24K 0.09% 192
2023
Q1 		$1.75M Sell
9,801
-339
-3% -$62.4K 0.09% 198
2022
Q4 		$1.77M Sell
10,140
-18
-0.2% -$3.2K 0.09% 196
2022
Q3 		$1.68M Sell
10,158
-50
-0.5% -$9.12K 0.09% 191
2022
Q2 		$1.73M Buy
+10,208
New +$1.88M 0.09% 195

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Azimuth Capital Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, buying an estimated $37.1K and bringing the position to 4,921 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #194.

Azimuth Capital Investment Management first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.2M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Azimuth Capital Investment Management held 4,921 shares of iShares Russell 2000 ETF worth $1.22M as of Q1 2026.
  • Azimuth Capital Investment Management bought 144 iShares Russell 2000 ETF shares in Q1 2026, an estimated $37.1K.
  • iShares Russell 2000 ETF made up 0.05% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #194 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's iShares Russell 2000 ETF position peaked at $2.2M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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