IJR News — today's news from every sideIndustrials Stocks Face Mixed Fundamentals — Aug 24, 2026StockStory’s latest picks span industrials, mid-caps, energy, large caps, and profitable stocks, highlighting selective opportunities like resilient yet cautious outlooks (Herc Holdings, Scorpio Tankers) and mixed fundamentals elsewhere (XPO, Burlington Stores; Bristow Group, EQT; Moderna, MSCI; UFPT, Bel Fuse). The overall theme is that several names show growth potential or strength in fundamentals, while others face margin, cash flow, or valuation headwinds warranting caution.
CacheTech Expands Stake in SPMB, VV, FSLR, EWY — Jul 22, 2026CacheTech Inc. continued to adjust its portfolio by boosting holdings in SPMB and Vanguard Large-Cap ETF, buying more shares of both, while taking a new stake in First Solar and trimming its position in iShares MSCI South Korea ETF, signaling ongoing diversification. The moves come alongside other institutional activity in related funds, reflecting a broad pattern of rebalancing across large-cap, fixed-income, and international exposures.
Stephens Greth Expands ETF Stakes Across VGK, EWJ — Jul 22, 2026Stephens Greth Foundation continued expanding its ETF exposure, boosting its stake in Vanguard FTSE Europe ETF (VGK) to 581,343 shares—about a 376% increase—and signaling VGK as a top holding, while also increasing its position in iShares MSCI Japan ETF (EWJ) to 287,652 shares, a roughly 378% rise. The foundation’s activity spans VGK, EWJ, and Vanguard FTSE Emerging Markets ETF (VWO), reflecting a broader pattern of aggressive additions alongside other large investors across these funds.
Madison Asset Management Boosts JIRE Stake, Trims OthersFinance — Jul 21, 2026Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.
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.
