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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
Q2 		$1.47M Sell
4,909
-12
-0.2% -$3.37K 0.05% 196
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Azimuth Capital Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, selling an estimated $3.37K and leaving 4,909 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #196.

Azimuth Capital Investment Management first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q1 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Azimuth Capital Investment Management held 4,909 shares of iShares Russell 2000 ETF worth $1.47M as of Q2 2026.
  • Azimuth Capital Investment Management sold 12 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.37K.
  • iShares Russell 2000 ETF made up 0.05% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #196 holding.
  • Azimuth Capital Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's iShares Russell 2000 ETF position peaked at $2.2M in Q1 2024.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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