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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Sell	1,100 -780	-41%	-$163K	0.08%	143
2026 Q1	$356K	Sell	1,880 -473	-20%	-$91.6K	0.12%	126
2025 Q4	$408K	Buy	2,353 +199	+9%	+$35.7K	0.14%	111
2025 Q3	$381K	Buy	+2,154	New	+$364K	0.12%	124
2024 Q3	–	Sell	-1,500	Closed	-$229K	–	133
2024 Q2	$229K	Hold	1,500	–	–	0.1%	120
2024 Q1	$238K	Hold	1,500	–	–	0.11%	112
2023 Q4	$233K	Buy	+1,500	New	+$208K	0.12%	111

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) reduced its iShares Russell 2000 Value ETF (IWN) stake by 41% in Q2 2026, selling an estimated $163K and leaving 1,100 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #143.

Cambridge Financial Group (Arizona) first reported a position in IWN in Q4 2023 and has held it in 7 quarters since. The position peaked at $408K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cambridge Financial Group (Arizona) held 1,100 shares of iShares Russell 2000 Value ETF worth $243K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 780 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $163K.
iShares Russell 2000 Value ETF made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #143 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 7 quarters since.
Cambridge Financial Group (Arizona)'s iShares Russell 2000 Value ETF position peaked at $408K in Q4 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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