Cambridge Financial Group (Arizona)’s iShares Russell 1000 ETF IWB Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.67M	Sell	8,962 -1,381	-13%	-$547K	1.16%	14
2026 Q1	$3.69M	Sell	10,343 -1,418	-12%	-$528K	1.25%	15
2025 Q4	$4.16M	Buy	11,761 +44	+0.4%	+$16.3K	1.45%	17
2025 Q3	$4.28M	Buy	11,717 +6,872	+142%	+$2.42M	1.38%	16
2025 Q2	$1.65M	Sell	4,845 -27	-0.6%	-$8.47K	0.62%	39
2025 Q1	$1.49M	Buy	4,872 +4	+0.1%	+$1.29K	0.63%	34
2024 Q4	$1.57M	Buy	4,868 +114	+2%	+$36.9K	0.67%	34
2024 Q3	$1.49M	Buy	4,754 +6	+0.1%	+$1.82K	0.62%	38
2024 Q2	$1.41M	Buy	4,748 +4	+0.1%	+$1.15K	0.65%	37
2024 Q1	$1.37M	Buy	4,744 +5	+0.1%	+$1.37K	0.65%	37
2023 Q4	$1.24M	Buy	+4,739	New	+$1.16M	0.65%	37

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) reduced its iShares Russell 1000 ETF (IWB) stake by 13% in Q2 2026, selling an estimated $547K and leaving 8,962 shares worth $3.67M. The position accounts for 1.16% of the portfolio, ranked #14.

Cambridge Financial Group (Arizona) first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q3 2025. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cambridge Financial Group (Arizona) held 8,962 shares of iShares Russell 1000 ETF worth $3.67M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 1,381 iShares Russell 1000 ETF shares in Q2 2026, an estimated $547K.
iShares Russell 1000 ETF made up 1.16% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #14 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s iShares Russell 1000 ETF position peaked at $4.28M in Q3 2025.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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