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IYW icon

Prospera Financial Services’s iShares US Technology ETF IYW Stock Holding History

Prospera Financial Services’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 		$14.6M Sell
57,766
-1,380
-2% -$317K 0.21% 104
2026
Q1 		$10.7M Sell
59,146
-6,981
-11% -$1.35M 0.17% 130
2025
Q4 		$13.2M Buy
66,127
+6,813
+11% +$1.36M 0.22% 105
2025
Q3 		$11.6M Buy
59,314
+1,040
+2% +$190K 0.2% 108
2025
Q2 		$10.1M Sell
58,274
-61,939
-52% -$9.39M 0.19% 119
2025
Q1 		$16.9M Sell
120,213
-34
-0% -$5.3K 0.39% 58
2024
Q4 		$19.2M Buy
120,247
+2,131
+2% +$337K 0.45% 48
2024
Q3 		$17.9M Sell
118,116
-351
-0.3% -$51.6K 0.46% 47
2024
Q2 		$17.8M Buy
118,467
+2,185
+2% +$302K 0.5% 40
2024
Q1 		$15.7M Buy
116,282
+19,068
+20% +$2.48M 0.47% 39
2023
Q4 		$11.9M Buy
97,214
+2,721
+3% +$308K 0.4% 46
2023
Q3 		$9.91M Buy
94,493
+991
+1% +$108K 0.38% 50
2023
Q2 		$10.2M Buy
93,502
+73,708
+372% +$7.24M 0.39% 52
2023
Q1 		$1.84M Buy
19,794
+52
+0.3% +$4.36K 0.08% 282
2022
Q4 		$1.47M Buy
19,742
+1,096
+6% +$83.8K 0.07% 282
2022
Q3 		$1.37M Buy
18,646
+299
+2% +$25.4K 0.07% 301
2022
Q2 		$1.47M Sell
18,347
-46,171
-72% -$4.09M 0.07% 299
2022
Q1 		$6.65M Buy
64,518
+13,727
+27% +$1.4M 0.28% 77
2021
Q4 		$5.83M Sell
50,791
-4,800
-9% -$533K 0.25% 89
2021
Q3 		$5.63M Sell
55,591
-34,000
-38% -$3.55M 0.28% 84
2021
Q2 		$8.9M Sell
89,591
-7,356
-8% -$686K 0.45% 32
2021
Q1 		$8.5M Buy
96,947
+7,906
+9% +$693K 0.5% 26
2020
Q4 		$7.58M Buy
89,041
+18,893
+27% +$1.51M 0.52% 23
2020
Q3 		$5.28M Sell
70,148
-31,388
-31% -$2.29M 2.02% 3
2020
Q2 		$6.85M Buy
101,536
+400
+0.4% +$24.1K 0.61% 18
2020
Q1 		$5.17M Sell
101,136
-7,984
-7% -$463K 0.55% 27
2019
Q4 		$6.34M Buy
109,120
+740
+0.7% +$40.3K 0.49% 23
2019
Q3 		$5.53M Buy
108,380
+16,948
+19% +$861K 0.57% 21
2019
Q2 		$4.54M Sell
91,432
-388
-0.4% -$19K 0.51% 22
2019
Q1 		$4.42M Buy
91,820
+7,872
+9% +$350K 1.45% 7
2018
Q4 		$3.36M Sell
83,948
-1,656
-2% -$71.7K 0.68% 17
2018
Q3 		$4.08M Sell
85,604
-8,968
-9% -$424K 0.76% 14
2018
Q2 		$4.22M Sell
94,572
-1,020
-1% -$45.1K 0.57% 24
2018
Q1 		$4.02M Buy
95,592
+18,244
+24% +$786K 0.56% 24
2017
Q4 		$3.17M Sell
77,348
-10,928
-12% -$438K 0.48% 33
2017
Q3 		$3.31M Buy
88,276
+1,556
+2% +$57K 0.5% 30
2017
Q2 		$3.03M Buy
86,720
+1,296
+2% +$45.4K 0.49% 36
2017
Q1 		$2.88M Buy
85,424
+38,816
+83% +$1.26M 0.52% 40
2016
Q4 		$1.4M Buy
+46,608
New +$1.39M 0.27% 66
2015
Q2 		– Sell
-8,244
Closed -$216K – 319
2015
Q1 		$216K Sell
8,244
-802,288
-99% -$21.1M 0.05% 275
2014
Q4 		$21.2M Buy
810,532
+114,888
+17% +$2.93M 5.27% 4
2014
Q3 		$17.5M Buy
695,644
+69,356
+11% +$1.73M 4.72% 5
2014
Q2 		$15.2M Sell
626,288
-307,656
-33% -$7.11M 4.1% 4
2014
Q1 		$21.3M Buy
933,944
+375,000
+67% +$8.37M 6.71% 3
2013
Q4 		$12.4M Buy
558,944
+70,288
+14% +$1.46M 4.16% 1
2013
Q3 		$9.73M Buy
488,656
+72,356
+17% +$1.41M 3.69% 4
2013
Q2 		$7.71M Buy
+416,300
New +$7.74M 3.57% 6

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services's IYW Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, selling an estimated $317K and leaving 57,766 shares worth $14.6M. The position accounts for 0.21% of the portfolio, ranked #104.

Prospera Financial Services first reported a position in IYW in Q2 2013 and has held it in 47 quarters since. The position peaked at $21.3M in Q1 2014. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Prospera Financial Services held 57,766 shares of iShares US Technology ETF worth $14.6M as of Q2 2026.
  • Prospera Financial Services sold 1,380 iShares US Technology ETF shares in Q2 2026, an estimated $317K.
  • iShares US Technology ETF made up 0.21% of Prospera Financial Services's portfolio in Q2 2026, its #104 holding.
  • Prospera Financial Services first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 47 quarters since.
  • Prospera Financial Services's iShares US Technology ETF position peaked at $21.3M in Q1 2014.
  • 232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.