Magnolia Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Magnolia Capital Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+802	New	+$184K	0.03%	283
2025 Q2	–	Sell	-1,519	Closed	-$213K	–	243
2025 Q1	$213K	Buy	1,519 +153	+11%	+$23.8K	0.06%	215
2024 Q4	$218K	Buy	+1,366	New	+$216K	0.06%	218
2021 Q2	–	Sell	-2,342	Closed	-$205K	–	149
2021 Q1	$205K	Sell	2,342 -240	-9%	-$21K	0.41%	76
2020 Q4	$220K	Buy	+2,582	New	+$206K	0.14%	107

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Magnolia Capital Advisors's IYW Position: Q2 2026 in Review

Magnolia Capital Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 802 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings. This is a return to the name: Magnolia Capital Advisors previously reported a position in IYW as recently as Q1 2025.

Magnolia Capital Advisors first reported a position in IYW in Q4 2020 and has held it in 5 quarters since. The position peaked at $220K in Q4 2020. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Magnolia Capital Advisors held 802 shares of iShares US Technology ETF worth $202K as of Q2 2026.
iShares US Technology ETF was a new Magnolia Capital Advisors position in Q2 2026.
iShares US Technology ETF made up 0.03% of Magnolia Capital Advisors's portfolio in Q2 2026, its #283 holding.
Magnolia Capital Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 5 quarters since.
Magnolia Capital Advisors's iShares US Technology ETF position peaked at $220K in Q4 2020.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.