IAAG
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Innovative Asset Advisors Group’s MGIC Investment MTG Stock Holding History

Innovative Asset Advisors Group’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-459
Closed -$12K – 744
2026
Q1 		$12K Buy
+459
New +$12.3K 0.01% 595

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Innovative Asset Advisors Group's MTG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 459 shares — an estimated $12K sold.

Innovative Asset Advisors Group first reported a position in MTG in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 506 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 459 MGIC Investment shares in Q2 2026, an estimated $12K.
  • Innovative Asset Advisors Group first reported a position in MGIC Investment in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's MGIC Investment position peaked at $12K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.