CAMBRIDGE ASSOCIATES LLC /MA/ /ADV IWB — ISHARES TR

Ownership history in CAMBRIDGE ASSOCIATES LLC /MA/ /ADV  ·  8 quarters on record

AI Ownership Summary

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported ISHARES TR (IWB) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.96% in 2024 Q2. The latest visible filing shows IWB at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWB was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWB stock page CAMBRIDGE ASSOCIATES LLC /MA/ /ADV fund profile CAMBRIDGE ASSOCIATES LLC /MA/ /ADV full holdings
How CAMBRIDGE ASSOCIATES LLC /MA/ /ADV held IWB — position size vs. price
% of Fund (quarterly)    IWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 124,298 — 0% 0.70% $44.3M 2026-05-13 $404.33
2025 Q4 REDUCED 15.1% -4.3% ✅ 124,298 -22,025 -15.1% 0.72% $46.4M 2026-02-17 $373.43
2025 Q3 ADDED — — — 146,323 +2,563 +1.8% 0.98% $53.5M 2025-11-13 $366.09
2025 Q2 UNCHANGED — — — 143,760 — 0% 1.07% $48.8M 2025-08-14 $351.21
2025 Q1 UNCHANGED — — — 143,760 — 0% 1.26% $44.1M 2025-05-15 $321.22
2024 Q4 UNCHANGED — — — 143,760 — 0% 1.48% $46.3M 2025-02-12 $328.07
2024 Q3 UNCHANGED — — — 143,760 — 0% 1.69% $45.2M 2024-11-14 $321.38
2024 Q2 INITIATED — — — 143,760 — — 1.96% $42.8M 2024-08-14 $292.10

🏢 Other funds also holding IWB

As of 2026 Q1 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.18% MPS Loria Financial Planners, LLC 3Y 7Y 32.07% Brewster Financial Planning LLC 3Y 25.88% Hippocratic Financial Advisors, LLC 23.96% HOGE FINANCIAL SERVICES, LLC 21.49% Gray Private Wealth, LLC 15.29% SENTINEL WEALTH MANAGEMENT, INC. 14.76% Legacy Wealth Management, LLC 3Y 7Y 14.73% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 14.61% Arbor Investment Advisors, LLC 3Y 7Y 13.51%

FAQ About CAMBRIDGE ASSOCIATES LLC /MA/ /ADV and IWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported owning IWB?

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported IWB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IWB position in CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's portfolio?

The largest reported portfolio weight for IWB was 1.96% in 2024 Q2.

What is the latest reported IWB position on this page?

The most recent filing on this page is 2026 Q1, when CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported 124,298 shares, equal to 0.70% of portfolio, with an estimated market value of $44.3M.

What does the chart on this IWB ownership page compare?

The chart compares CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's quarterly IWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAMBRIDGE ASSOCIATES LLC /MA/ /ADV time their IWB position?

Based on 13F filing dates vs. subsequent IWB price moves, CAMBRIDGE ASSOCIATES LLC /MA/ /ADV correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IWB relative to SPY over the holding period was -0.4%.

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