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Cambridge Financial Group (Arizona)’s iShares Russell 2000 ETF IWM Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
4,047
-944
-19% -$265K 0.38% 52
2026
Q1 		$1.24M Sell
4,991
-914
-15% -$236K 0.42% 47
2025
Q4 		$1.44M Buy
5,905
+679
+13% +$167K 0.5% 45
2025
Q3 		$1.26M Buy
5,226
+4,167
+393% +$956K 0.41% 53
2025
Q2 		$229K Sell
1,059
-50
-5% -$10.1K 0.09% 135
2025
Q1 		$221K Buy
1,109
+50
+5% +$10.8K 0.09% 132
2024
Q4 		$234K Hold
1,059
– – 0.1% 122
2024
Q3 		$234K Sell
1,059
-59
-5% -$12.6K 0.1% 122
2024
Q2 		$227K Buy
1,118
+59
+6% +$11.9K 0.1% 121
2024
Q1 		$223K Hold
1,059
– – 0.11% 117
2023
Q4 		$213K Buy
+1,059
New +$190K 0.11% 120

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, selling an estimated $265K and leaving 4,047 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #52.

Cambridge Financial Group (Arizona) first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 4,047 shares of iShares Russell 2000 ETF worth $1.22M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 944 iShares Russell 2000 ETF shares in Q2 2026, an estimated $265K.
  • iShares Russell 2000 ETF made up 0.38% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #52 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Financial Group (Arizona)'s iShares Russell 2000 ETF position peaked at $1.44M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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