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Cambridge Financial Group (Arizona)’s iShares Russell 3000 ETF IWV Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$739K Sell
1,732
-393
-18% -$162K 0.23% 72
2026
Q1 		$788K Sell
2,125
-1,582
-43% -$612K 0.27% 69
2025
Q4 		$1.44M Hold
3,707
– – 0.5% 44
2025
Q3 		$1.4M Buy
+3,707
New +$1.35M 0.45% 46

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) reduced its iShares Russell 3000 ETF (IWV) stake by 18% in Q2 2026, selling an estimated $162K and leaving 1,732 shares worth $739K. The position accounts for 0.23% of the portfolio, ranked #72.

Cambridge Financial Group (Arizona) first reported a position in IWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q4 2025. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 1,732 shares of iShares Russell 3000 ETF worth $739K as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 393 iShares Russell 3000 ETF shares in Q2 2026, an estimated $162K.
  • iShares Russell 3000 ETF made up 0.23% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #72 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Financial Group (Arizona)'s iShares Russell 3000 ETF position peaked at $1.44M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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