IAA
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Independent Advisor Alliance’s CME Group CME Stock Holding History

Independent Advisor Alliance’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$742K Sell
3,360
-83
-2% -$23K 0.02% 539
2026
Q1 		$1.02M Sell
3,443
-190
-5% -$56.4K 0.01% 828
2025
Q4 		$992K Buy
3,633
+91
+3% +$24.7K 0.02% 474
2025
Q3 		$957K Sell
3,542
-6,136
-63% -$1.67M 0.02% 451
2025
Q2 		$2.67M Sell
9,678
-89
-0.9% -$24.2K 0.08% 219
2025
Q1 		$2.59M Buy
9,767
+940
+11% +$232K 0.09% 218
2024
Q4 		$2.05M Buy
8,827
+1,692
+24% +$389K 0.03% 506
2024
Q3 		$1.57M Buy
7,135
+175
+3% +$36.2K 0.06% 256
2024
Q2 		$1.37M Buy
6,960
+1,368
+24% +$283K 0.05% 276
2024
Q1 		$1.2M Buy
5,592
+2,203
+65% +$463K 0.04% 290
2023
Q4 		$714K Buy
+3,389
New +$723K 0.03% 364
2023
Q2 		– Sell
-1,146
Closed -$220K – 676
2023
Q1 		$220K Buy
+1,146
New +$207K 0.01% 591
2019
Q4 		– Sell
-1,363
Closed -$288K – 893
2019
Q3 		$288K Hold
1,363
– – 0.04% 344
2019
Q2 		$265K Sell
1,363
-584
-30% -$108K 0.04% 321
2019
Q1 		$321K Buy
1,947
+108
+6% +$19.1K 0.05% 301
2018
Q4 		$346K Buy
1,839
+330
+22% +$60.9K 0.06% 262
2018
Q3 		$208K Buy
+1,509
New +$254K 0.04% 343

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's CME Position: Q2 2026 in Review

Independent Advisor Alliance reduced its CME Group (CME) stake by 2.4% in Q2 2026, selling an estimated $23K and leaving 3,360 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #539.

Independent Advisor Alliance first reported a position in CME in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.67M in Q2 2025. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Independent Advisor Alliance held 3,360 shares of CME Group worth $742K as of Q2 2026.
  • Independent Advisor Alliance sold 83 CME Group shares in Q2 2026, an estimated $23K.
  • CME Group made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #539 holding.
  • Independent Advisor Alliance first reported a position in CME Group in Q3 2018 and has held it in 17 quarters since.
  • Independent Advisor Alliance's CME Group position peaked at $2.67M in Q2 2025.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.