Azimuth Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.1M | Sell |
10,206
-328
| -3% | -$66.9K | 0.09% | 192 |
|
|
2021
Q4 | $2.34M | Buy |
10,534
+121
| +1% | +$27.3K | 0.09% | 188 |
|
|
2021
Q3 | $2.28M | Sell |
10,413
-993
| -9% | -$220K | 0.1% | 192 |
|
|
2021
Q2 | $2.62M | Sell |
11,406
-6
| -0.1% | -$1.35K | 0.11% | 186 |
|
|
2021
Q1 | $2.52M | Sell |
11,412
-1,859
| -14% | -$406K | 0.12% | 185 |
|
|
2020
Q4 | $2.6M | Sell |
13,271
-302
| -2% | -$52.8K | 0.13% | 176 |
|
|
2020
Q3 | $2.03M | Buy |
13,573
+653
| +5% | +$98.2K | 0.12% | 168 |
|
|
2020
Q2 | $1.85M | Sell |
12,920
-295
| -2% | -$38.7K | 0.12% | 173 |
|
|
2020
Q1 | $1.51M | Sell |
13,215
-382
| -3% | -$57K | 0.11% | 178 |
|
|
2019
Q4 | $2.25M | Sell |
13,597
-203
| -1% | -$32.1K | 0.14% | 173 |
|
|
2019
Q3 | $2.09M | Buy |
13,800
+147
| +1% | +$22.4K | 0.14% | 170 |
|
|
2019
Q2 | $2.12M | Buy |
13,653
+278
| +2% | +$42.9K | 0.14% | 169 |
|
|
2019
Q1 | $2.05M | Sell |
13,375
-635
| -5% | -$95.4K | 0.14% | 170 |
|
|
2018
Q4 | $1.88M | Sell |
14,010
-1,013
| -7% | -$151K | 0.14% | 164 |
|
|
2018
Q3 | $2.53M | Sell |
15,023
-285
| -2% | -$48.1K | 0.17% | 152 |
|
|
2018
Q2 | $2.51M | Buy |
15,308
+255
| +2% | +$40.8K | 0.18% | 150 |
|
|
2018
Q1 | $2.29M | Buy |
15,053
+30
| +0.2% | +$4.63K | 0.17% | 160 |
|
|
2017
Q4 | $2.29M | Buy |
15,023
+230
| +2% | +$34.5K | 0.17% | 163 |
|
|
2017
Q3 | $2.19M | Sell |
14,793
-780
| -5% | -$110K | 0.16% | 161 |
|
|
2017
Q2 | $2.19M | Sell |
15,573
-1,375
| -8% | -$190K | 0.17% | 157 |
|
|
2017
Q1 | $2.33M | Buy |
16,948
+1,790
| +12% | +$245K | 0.19% | 156 |
|
|
2016
Q4 | $2.04M | Buy |
15,158
+1,263
| +9% | +$161K | 0.17% | 159 |
|
|
2016
Q3 | $1.73M | Buy |
13,895
+10
| +0.1% | +$1.22K | 0.15% | 160 |
|
|
2016
Q2 | $1.6M | Buy |
13,885
+30
| +0.2% | +$3.38K | 0.14% | 161 |
|
|
2016
Q1 | $1.53M | Sell |
13,855
-2,790
| -17% | -$289K | 0.15% | 159 |
|
|
2015
Q4 | $1.88M | Buy |
16,645
+775
| +5% | +$89.4K | 0.18% | 149 |
|
|
2015
Q3 | $1.73M | Buy |
15,870
+535
| +3% | +$63.4K | 0.18% | 155 |
|
|
2015
Q2 | $1.92M | Sell |
15,335
-1,360
| -8% | -$170K | 0.19% | 157 |
|
|
2015
Q1 | $2.08M | Buy |
16,695
+2,055
| +14% | +$248K | 0.2% | 154 |
|
|
2014
Q4 | $1.75M | Sell |
14,640
-134
| -0.9% | -$15.3K | 0.18% | 155 |
|
|
2014
Q3 | $1.62M | Sell |
14,774
-3,493
| -19% | -$400K | 0.18% | 157 |
|
|
2014
Q2 | $2.17M | Sell |
18,267
-400
| -2% | -$45.4K | 0.24% | 129 |
|
|
2014
Q1 | $2.17M | Buy |
18,667
+1,565
| +9% | +$181K | 0.26% | 118 |
|
|
2013
Q4 | $1.97M | Sell |
17,102
-1,385
| -7% | -$153K | 0.24% | 128 |
|
|
2013
Q3 | $1.97M | Sell |
18,487
-1,805
| -9% | -$187K | 0.27% | 116 |
|
|
2013
Q2 | $1.97M | Buy |
+20,292
| New | +$1.94M | 0.35% | 95 |
|
Other funds holding IWM
Azimuth Capital Management's IWM Position: Q1 2022 in Review
Azimuth Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q1 2022, selling an estimated $66.9K and leaving 10,206 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #192.
Azimuth Capital Management first reported a position in IWM in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.62M in Q2 2021. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.
- Azimuth Capital Management held 10,206 shares of iShares Russell 2000 ETF worth $2.1M as of Q1 2022.
- Azimuth Capital Management sold 328 iShares Russell 2000 ETF shares in Q1 2022, an estimated $66.9K.
- iShares Russell 2000 ETF made up 0.09% of Azimuth Capital Management's portfolio in Q1 2022, its #192 holding.
- Azimuth Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 36 quarters since.
- Azimuth Capital Management's iShares Russell 2000 ETF position peaked at $2.62M in Q2 2021.
- 1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.
Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.