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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,974	Closed	-$560K	–	270
2020 Q1	$560K	Buy	+9,974	New	+$743K	0.04%	221
2019 Q4	–	Sell	-2,844	Closed	-$221K	–	278
2019 Q3	$221K	Buy	+2,844	New	+$220K	0.01%	268
2017 Q1	–	Sell	-8,448	Closed	-$581K	–	280
2016 Q4	$581K	Buy	8,448 +5,210	+161%	+$336K	0.05%	221
2016 Q3	$201K	Buy	+3,238	New	+$198K	0.02%	273
2016 Q1	–	Sell	-3,940	Closed	-$217K	–	271
2015 Q4	$217K	Sell	3,940 -80	-2%	-$4.51K	0.02%	258
2015 Q3	$214K	Hold	4,020	–	–	0.02%	266
2015 Q2	$237K	Hold	4,020	–	–	0.02%	274
2015 Q1	$237K	Sell	4,020 -600	-13%	-$34.4K	0.02%	272
2014 Q4	$263K	Hold	4,620	–	–	0.03%	269
2014 Q3	$241K	Buy	+4,620	New	+$251K	0.03%	263

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Azimuth Capital Management's IJR Position: Q2 2020 in Review

Azimuth Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2020, closing a stake of 9,974 shares — an estimated $560K sold.

Azimuth Capital Management first reported a position in IJR in Q3 2014 and held it in 10 quarters. The position peaked at $581K in Q4 2016. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

Azimuth Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
Azimuth Capital Management sold 9,974 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $560K.
Azimuth Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2014 and held it in 10 quarters.
Azimuth Capital Management's iShares Core S&P Small-Cap ETF position peaked at $581K in Q4 2016.
1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Azimuth Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.