Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470K Sell
5,533
-288
-5% -$24.7K ﹤0.01% 2804
2026
Q1 		$503K Buy
5,821
+30
+0.5% +$2.52K ﹤0.01% 2798
2025
Q4 		$455K Buy
5,791
+2,542
+78% +$203K ﹤0.01% 2814
2025
Q3 		$252K Sell
3,249
-206
-6% -$15.5K ﹤0.01% 3277
2025
Q2 		$255K Buy
+3,455
New +$247K ﹤0.01% 3118
2025
Q1 		– Sell
-3,278
Closed -$210K – 3568
2024
Q4 		$210K Buy
3,278
+3
+0.1% +$204 ﹤0.01% 3166
2024
Q3 		$232K Buy
+3,275
New +$214K ﹤0.01% 3025
2023
Q3 		– Sell
-3,842
Closed -$230K – 3209
2023
Q2 		$230K Buy
+3,842
New +$234K ﹤0.01% 2762
2023
Q1 		– Sell
-3,332
Closed -$200K – 3202
2022
Q4 		$200K Buy
+3,332
New +$193K ﹤0.01% 2760
2022
Q3 		– Sell
-54,165
Closed -$3.26M – 3117
2022
Q2 		$3.26M Buy
54,165
+50,925
+1,572% +$3.23M 0.02% 798
2022
Q1 		$213K Sell
3,240
-58,810
-95% -$3.68M ﹤0.01% 2817
2021
Q4 		$4.01M Buy
+62,050
New +$3.83M 0.02% 751

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Cambridge Investment Research Advisors's JXI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Global Utilities ETF (JXI) stake by 4.9% in Q2 2026, selling an estimated $24.7K and leaving 5,533 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Cambridge Investment Research Advisors first reported a position in JXI in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.01M in Q4 2021. 22 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,533 shares of iShares Global Utilities ETF worth $470K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 288 iShares Global Utilities ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Global Utilities ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2804 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Global Utilities ETF in Q4 2021 and has held it in 12 quarters since.
  • Cambridge Investment Research Advisors's iShares Global Utilities ETF position peaked at $4.01M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.