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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
Q2 		$9.54M Buy
12,735
+8,965
+238% +$6.53M 0.47% 81
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cambria Investment Management's IVV Position: Q2 2026 in Review

Cambria Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 238% in Q2 2026, buying an estimated $6.53M and bringing the position to 12,735 shares worth $9.54M. The position accounts for 0.47% of the portfolio, ranked #81.

Cambria Investment Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cambria Investment Management held 12,735 shares of iShares Core S&P 500 ETF worth $9.54M as of Q2 2026.
  • Cambria Investment Management bought 8,965 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.53M.
  • iShares Core S&P 500 ETF made up 0.47% of Cambria Investment Management's portfolio in Q2 2026, its #81 holding.
  • Cambria Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.