CFGA
IOO icon

Cambridge Financial Group (Arizona)’s iShares Global 100 ETF IOO Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$634K Hold
4,640
– – 0.2% 84
2026
Q2 		$634K Hold
4,640
– – 0.2% 84
2026
Q1 		$561K Hold
4,640
– – 0.19% 91
2025
Q4 		$591K Buy
+4,640
New +$577K 0.21% 83

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IOO Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its iShares Global 100 ETF (IOO) position steady in Q3 2026 at 4,640 shares worth $634K. The position accounts for 0.2% of the portfolio, ranked #84.

Cambridge Financial Group (Arizona) first reported a position in IOO in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 4,640 shares of iShares Global 100 ETF worth $634K as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its iShares Global 100 ETF share count unchanged in Q3 2026.
  • iShares Global 100 ETF made up 0.2% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #84 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares Global 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.