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Cambria Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cambria Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,946
Closed -$1.08M – 639
2025
Q3 		$1.08M Buy
8,946
+6,119
+216% +$704K 0.07% 213
2025
Q2 		$311K Buy
+2,827
New +$280K 0.02% 371
2019
Q4 		– Sell
-5,104
Closed -$230K – 205
2019
Q3 		$230K Hold
5,104
– – 0.03% 213
2019
Q2 		$229K Hold
5,104
– – 0.04% 200
2019
Q1 		$220K Buy
+5,104
New +$209K 0.03% 214

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cambria Investment Management's IVW Position: Q4 2025 in Review

Cambria Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 8,946 shares — an estimated $1.08M sold.

Cambria Investment Management first reported a position in IVW in Q1 2019 and held it in 5 quarters. The position peaked at $1.08M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Cambria Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cambria Investment Management sold 8,946 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $1.08M.
  • Cambria Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and held it in 5 quarters.
  • Cambria Investment Management's iShares S&P 500 Growth ETF position peaked at $1.08M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Cambria Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.