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Investment Research & Advisory Group’s Eaton ETN Stock Holding History

Investment Research & Advisory Group’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.3K Hold
100
– – 0.01% 144
2026
Q1 		$37.2K Buy
+100
New +$35.6K 0.01% 146
2025
Q2 		– Sell
-17
Closed -$4.62K – 257
2025
Q1 		$4.62K Buy
+17
New +$5.29K ﹤0.01% 197
2021
Q3 		– Sell
-57
Closed -$8K – 159
2021
Q2 		$8K Buy
+57
New +$8.21K 0.01% 143

Other funds holding ETN

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Investment Research & Advisory Group's ETN Position: Q2 2026 in Review

Investment Research & Advisory Group held its Eaton (ETN) position steady in Q2 2026 at 100 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #144.

Investment Research & Advisory Group first reported a position in ETN in Q2 2021 and has held it in 4 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Investment Research & Advisory Group held 100 shares of Eaton worth $44.3K as of Q2 2026.
  • Investment Research & Advisory Group left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #144 holding.
  • Investment Research & Advisory Group first reported a position in Eaton in Q2 2021 and has held it in 4 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.