Azimuth Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$909K	Hold	2,003	–	–	0.04%	228
2021 Q4	$955K	Buy	2,003 +100	+5%	+$46.1K	0.04%	229
2021 Q3	$820K	Hold	1,903	–	–	0.04%	236
2021 Q2	$818K	Hold	1,903	–	–	0.04%	235
2021 Q1	$757K	Hold	1,903	–	–	0.04%	236
2020 Q4	$714K	Hold	1,903	–	–	0.04%	235
2020 Q3	$640K	Buy	1,903 +746	+64%	+$248K	0.04%	221
2020 Q2	$358K	Hold	1,157	–	–	0.02%	240
2020 Q1	$299K	Buy	1,157 +27	+2%	+$8.27K	0.02%	240
2019 Q4	$365K	Hold	1,130	–	–	0.02%	249
2019 Q3	$337K	Hold	1,130	–	–	0.02%	248
2019 Q2	$333K	Sell	1,130 -80	-7%	-$23.2K	0.02%	251
2019 Q1	$344K	Buy	+1,210	New	+$331K	0.02%	244

Other funds holding IVV

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Azimuth Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2022 at 2,003 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #228.

Azimuth Capital Management first reported a position in IVV in Q1 2019 and has held it in 13 quarters since. The position peaked at $955K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Azimuth Capital Management held 2,003 shares of iShares Core S&P 500 ETF worth $909K as of Q1 2022.
Azimuth Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2022.
iShares Core S&P 500 ETF made up 0.04% of Azimuth Capital Management's portfolio in Q1 2022, its #228 holding.
Azimuth Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 13 quarters since.
Azimuth Capital Management's iShares Core S&P 500 ETF position peaked at $955K in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

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