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

Cambridge Financial Group (Arizona)’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	$387K	Sell	517 -64	-11%	-$46.6K	0.12%	116
2026 Q1	$379K	Sell	581 -90	-13%	-$61.5K	0.13%	117
2025 Q4	$403K	Hold	671	–	–	0.14%	114
2025 Q3	$449K	Buy	671 +80	+14%	+$51.5K	0.14%	112
2025 Q2	$367K	Hold	591	–	–	0.14%	104
2025 Q1	$332K	Hold	591	–	–	0.14%	104
2024 Q4	$348K	Buy	591 +8	+1%	+$4.74K	0.15%	95
2024 Q3	$336K	Hold	583	–	–	0.14%	98
2024 Q2	$319K	Hold	583	–	–	0.15%	94
2024 Q1	$306K	Hold	583	–	–	0.15%	94
2023 Q4	$278K	Buy	+583	New	+$261K	0.15%	98

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $46.6K and leaving 517 shares worth $387K. The position accounts for 0.12% of the portfolio, ranked #116.

Cambridge Financial Group (Arizona) first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $449K in Q3 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cambridge Financial Group (Arizona) held 517 shares of iShares Core S&P 500 ETF worth $387K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 64 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $46.6K.
iShares Core S&P 500 ETF made up 0.12% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #116 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s iShares Core S&P 500 ETF position peaked at $449K in Q3 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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