IWM
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Iams Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Iams Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,001
Closed -$363K – 149
2024
Q1 		$363K Buy
+2,001
New +$357K 0.22% 91

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Iams Wealth Management's MGC Position: Q2 2024 in Review

Iams Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2024, closing a stake of 2,001 shares — an estimated $363K sold.

Iams Wealth Management first reported a position in MGC in Q1 2024 and held it in 1 quarter. The position peaked at $363K in Q1 2024. 422 funds tracked by Wall St. Rank hold MGC as of Q2 2024.

  • Iams Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Iams Wealth Management sold 2,001 Vanguard Morningstar Mega Cap ETF shares in Q2 2024, an estimated $363K.
  • Iams Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and held it in 1 quarter.
  • Iams Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $363K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2024.

Based on Iams Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.