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
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Magnolia Capital Advisors's IYW Position: Q2 2025 in Review

Magnolia Capital Advisors sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 1,519 shares — an estimated $213K sold.

Magnolia Capital Advisors first reported a position in IYW in Q4 2020 and held it in 4 quarters. The position peaked at $220K in Q4 2020. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Magnolia Capital Advisors reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Magnolia Capital Advisors sold 1,519 iShares US Technology ETF shares in Q2 2025, an estimated $213K.
Magnolia Capital Advisors first reported a position in iShares US Technology ETF in Q4 2020 and held it in 4 quarters.
Magnolia Capital Advisors's iShares US Technology ETF position peaked at $220K in Q4 2020.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Magnolia Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.