Azimuth Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Azimuth Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.04M	Hold	37,975	–	–	0.09%	195
2021 Q4	$2.15M	Sell	37,975 -2,500	-6%	-$139K	0.09%	192
2021 Q3	$2.13M	Buy	40,475 +1,230	+3%	+$66.2K	0.09%	193
2021 Q2	$2.11M	Hold	39,245	–	–	0.09%	195
2021 Q1	$2.04M	Sell	39,245 -4,095	-9%	-$205K	0.1%	199
2020 Q4	$1.99M	Sell	43,340 -150	-0.3%	-$6.32K	0.1%	192
2020 Q3	$1.61M	Buy	43,490 +6,160	+17%	+$230K	0.09%	180
2020 Q2	$1.33M	Sell	37,330 -17,000	-31%	-$565K	0.08%	186
2020 Q1	$1.56M	Buy	54,330 +19,000	+54%	+$706K	0.12%	175
2019 Q4	$1.45M	Sell	35,330 -250	-0.7%	-$9.91K	0.09%	188
2019 Q3	$1.38M	Hold	35,580	–	–	0.09%	183
2019 Q2	$1.38M	Hold	35,580	–	–	0.09%	183
2019 Q1	$1.35M	Sell	35,580 -1,350	-4%	-$49.9K	0.09%	185
2018 Q4	$1.23M	Hold	36,930	–	–	0.09%	185
2018 Q3	$1.49M	Hold	36,930	–	–	0.1%	180
2018 Q2	$1.44M	Hold	36,930	–	–	0.1%	179
2018 Q1	$1.39M	Sell	36,930 -1,235	-3%	-$47.2K	0.1%	182
2017 Q4	$1.45M	Sell	38,165 -75	-0.2%	-$2.77K	0.1%	183
2017 Q3	$1.37M	Buy	38,240 +2,235	+6%	+$77.8K	0.1%	187
2017 Q2	$1.25M	Hold	36,005	–	–	0.1%	185
2017 Q1	$1.23M	Sell	36,005 -760	-2%	-$25.9K	0.1%	184
2016 Q4	$1.22M	Buy	36,765 +3,880	+12%	+$123K	0.1%	181
2016 Q3	$1.02M	Buy	+32,885	New	+$1.02M	0.09%	188
2016 Q1	–	Sell	-7,425	Closed	-$207K	–	270
2015 Q4	$207K	Sell	7,425 -75	-1%	-$2.14K	0.02%	262
2015 Q3	$205K	Sell	7,500 -2,525	-25%	-$73.4K	0.02%	271
2015 Q2	$301K	Hold	10,025	–	–	0.03%	258
2015 Q1	$305K	Hold	10,025	–	–	0.03%	261
2014 Q4	$290K	Buy	+10,025	New	+$282K	0.03%	262

Other funds holding IJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Azimuth Capital Management's IJH Position: Q1 2022 in Review

Azimuth Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2022 at 37,975 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #195.

Azimuth Capital Management first reported a position in IJH in Q4 2014 and has held it in 28 quarters since. The position peaked at $2.15M in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

Azimuth Capital Management held 37,975 shares of iShares Core S&P Mid-Cap ETF worth $2.04M as of Q1 2022.
Azimuth Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2022.
iShares Core S&P Mid-Cap ETF made up 0.09% of Azimuth Capital Management's portfolio in Q1 2022, its #195 holding.
Azimuth Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 28 quarters since.
Azimuth Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2021.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.