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Cambridge Financial Group (Arizona)’s iShares S&P 500 Value ETF IVE Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Hold
1,408
– – 0.1% 127
2026
Q1 		$297K Hold
1,408
– – 0.1% 139
2025
Q4 		$269K Hold
1,408
– – 0.09% 145
2025
Q3 		$291K Hold
1,408
– – 0.09% 143
2025
Q2 		$275K Hold
1,408
– – 0.1% 127
2025
Q1 		$268K Hold
1,408
– – 0.11% 121
2024
Q4 		$269K Hold
1,408
– – 0.11% 112
2024
Q3 		$278K Hold
1,408
– – 0.12% 113
2024
Q2 		$256K Hold
1,408
– – 0.12% 111
2024
Q1 		$263K Hold
1,408
– – 0.13% 106
2023
Q4 		$245K Buy
+1,408
New +$226K 0.13% 106

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IVE Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,408 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #127.

Cambridge Financial Group (Arizona) first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 516 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 1,408 shares of iShares S&P 500 Value ETF worth $320K as of Q2 2026.
  • Cambridge Financial Group (Arizona) left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.1% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #127 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.