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 Q3	$243K	Hold	1,100	–	–	0.08%	142
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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IWN Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 1,100 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #142.

Cambridge Financial Group (Arizona) first reported a position in IWN in Q4 2023 and has held it in 8 quarters since. The position peaked at $408K in Q4 2025. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Cambridge Financial Group (Arizona) held 1,100 shares of iShares Russell 2000 Value ETF worth $243K as of Q3 2026.
Cambridge Financial Group (Arizona) left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #142 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Cambridge Financial Group (Arizona)'s iShares Russell 2000 Value ETF position peaked at $408K in Q4 2025.
57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.