IJR News — today's news from every sideWealthspire Retirement LLC Expands ETF Holdings in EM Treasuries S&P 500 — Jul 23, 2026Wealthspire Retirement LLC expanded positions across several ETFs in Q1 2026, boosting stakes in Vanguard FTSE Emerging Markets ETF, FT Vest SDVD, iShares SHY, iShares IVV, and SPDR SPSB. The largest allocation remains iShares Core S&P 500 ETF (IVV) at about $302.6 million, with notable increases in SHY, SPSB, VWO, and SDVD ranging from roughly $14 million to $26.8 million committed.
Lido Advisors trims holdings across funds, Morgan Stanley — Jul 23, 2026Lido Advisors LLC trimmed multiple holdings in Q1, including selling 47,324 Morgan Stanley shares and 116,899 iShares MSCI ACWI ETF shares, as well as reducing Vanguard Russell 2000 ETF by 44,696 shares, State Street SPDR Portfolio S&P 500 ETF by 274,937 shares, and iShares Russell Mid-Cap Growth ETF by 11,055 shares. The firm’s remaining positions across these funds remained sizable, reflecting broad adjustments among its diversified stock and ETF holdings. Cassaday Boosts MGK Stake to 3.72M SharesFinance — Jul 21, 2026Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs.
PNC Reconfigures ETF Portfolio in Q1 13F, Cuts VOE, VEA, Raises CQQQ — Jul 22, 2026PNC Financial Services Group Inc. trimmed its position in Vanguard Mid-Cap Value ETF (VOE) by 0.5 to 1,461,159 shares, while reducing Vanguard FTSE Developed Markets ETF (VEA) holdings by 4.9 to 8,084,586 shares, and simultaneously boosted its stake in Invesco China Technology ETF (CQQQ) by 23.0% to 10,218,668 shares. It also declined its position in iShares S&P 500 Growth ETF (IVW) by 0.7% to 5,390,020 shares, and increased Vanguard Mid-Cap ETF (VO) holdings by 2.4% to 2,358,867 shares.
Chris Dalton Diversifying into total bond market makes sense if rate cuts are finally on the horizon, locking in yields now. Summit Global Cuts Stakes Across Stocks in Q1Finance — Jul 21, 2026Summit Global Investments reduced its stakes in five companies and funds in the first quarter, cutting positions in COR, LMT, CME Group, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), and NiSource by substantial margins (27.4%, 41.8%, 34.1%, 63.3%, and 37.4%, respectively) as it adjusted its portfolio. The moves affected holdings across diversified sectors, with remaining positions valued in the millions of dollars according to the latest SEC filings.
Rachel Meyers Profits are strong, sure, but that's backward looking. CPI tells us what's coming, and that's what actually moves the rate decision. 
Jared Kim The industry working group on tokenized markets could finally push consistent standards if the big players actually follow through. 
