Cambridge Financial Group (Arizona)’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Hold	11,454	–	–	0.2%	82
2026 Q1	$564K	Hold	11,454	–	–	0.19%	90
2025 Q4	$519K	Hold	11,454	–	–	0.18%	95
2025 Q3	$590K	Hold	11,454	–	–	0.19%	89
2025 Q2	$546K	Hold	11,454	–	–	0.21%	75
2025 Q1	$490K	Hold	11,454	–	–	0.21%	85
2024 Q4	$519K	Hold	11,454	–	–	0.22%	70
2024 Q3	$507K	Hold	11,454	–	–	0.21%	78
2024 Q2	$482K	Hold	11,454	–	–	0.22%	76
2024 Q1	$461K	Hold	11,454	–	–	0.22%	75
2023 Q4	$417K	Buy	+11,454	New	+$389K	0.22%	74

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

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

Cambridge Financial Group (Arizona) held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 11,454 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #82.

Cambridge Financial Group (Arizona) first reported a position in XVV in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Cambridge Financial Group (Arizona) held 11,454 shares of iShares ESG Screened S&P 500 ETF worth $650K as of Q2 2026.
Cambridge Financial Group (Arizona) left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.2% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #82 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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