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Magnolia Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Magnolia Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-145
Closed -$94.7K – 110
2026
Q1 		$94.7K Buy
+145
New +$99K 0.06% 28

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Bank of America
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Wells Fargo
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JP Morgan Chase
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CM
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Magnolia Wealth Management's IVV Position: Q2 2026 in Review

Magnolia Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 145 shares — an estimated $94.7K sold.

Magnolia Wealth Management first reported a position in IVV in Q1 2026 and held it in 1 quarter. The position peaked at $94.7K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Magnolia Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 145 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $94.7K.
  • Magnolia Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's iShares Core S&P 500 ETF position peaked at $94.7K in Q1 2026.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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