MWM
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Magnolia Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Magnolia Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-156
Closed -$18.5K – 103
2026
Q1 		$18.5K Buy
+156
New +$19.6K 0.01% 110

Other funds holding IGM

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Magnolia Wealth Management's IGM Position: Q2 2026 in Review

Magnolia Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 156 shares — an estimated $18.5K sold.

Magnolia Wealth Management first reported a position in IGM in Q1 2026 and held it in 1 quarter. The position peaked at $18.5K in Q1 2026. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Magnolia Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 156 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $18.5K.
  • Magnolia Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's iShares Expanded Tech Sector ETF position peaked at $18.5K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.