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Cambria Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cambria Investment 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
2026
Q1 		$2.46M Sell
3,770
-770
-17% -$526K 0.14% 158
2025
Q4 		$3.11M Buy
4,540
+2,672
+143% +$1.81M 0.18% 157
2025
Q3 		$1.25M Buy
1,868
+184
+11% +$119K 0.08% 193
2025
Q2 		$1.05M Buy
1,684
+390
+30% +$224K 0.07% 189
2025
Q1 		$727K Sell
1,294
-126
-9% -$74.4K 0.05% 153
2024
Q4 		$836K Buy
+1,420
New +$841K 0.05% 157

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambria Investment Management's IVV Position: Q1 2026 in Review

Cambria Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, selling an estimated $526K and leaving 3,770 shares worth $2.46M. The position accounts for 0.14% of the portfolio, ranked #158.

Cambria Investment Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.11M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cambria Investment Management held 3,770 shares of iShares Core S&P 500 ETF worth $2.46M as of Q1 2026.
  • Cambria Investment Management sold 770 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $526K.
  • iShares Core S&P 500 ETF made up 0.14% of Cambria Investment Management's portfolio in Q1 2026, its #158 holding.
  • Cambria Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Cambria Investment Management's iShares Core S&P 500 ETF position peaked at $3.11M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.