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Prosperity Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Prosperity Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Sell
687
-230
-25% -$91.2K 0.01% 350
2026
Q1 		$327K Sell
917
-27
-3% -$10.1K 0.02% 321
2025
Q4 		$352K Buy
944
+55
+6% +$20.4K 0.02% 303
2025
Q3 		$325K Buy
889
+269
+43% +$94.7K 0.02% 338
2025
Q2 		$210K Buy
+620
New +$195K 0.01% 375
2025
Q1 		– Sell
-801
Closed -$258K – 358
2024
Q4 		$258K Buy
801
+82
+11% +$26.6K 0.02% 307
2024
Q3 		$226K Sell
719
-2
-0.3% -$606 0.02% 313
2024
Q2 		$215K Buy
+721
New +$207K 0.02% 295
2023
Q3 		– Sell
-992
Closed -$242K – 243
2023
Q2 		$242K Sell
992
-170
-15% -$39.1K 0.03% 204
2023
Q1 		$262K Buy
1,162
+17
+1% +$3.74K 0.04% 174
2022
Q4 		$241K Buy
+1,145
New +$242K 0.07% 170

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Prosperity Capital Advisors's IWB Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 25% in Q2 2026, selling an estimated $91.2K and leaving 687 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #350.

Prosperity Capital Advisors first reported a position in IWB in Q4 2022 and has held it in 11 quarters since. The position peaked at $352K in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Prosperity Capital Advisors held 687 shares of iShares Russell 1000 ETF worth $281K as of Q2 2026.
  • Prosperity Capital Advisors sold 230 iShares Russell 1000 ETF shares in Q2 2026, an estimated $91.2K.
  • iShares Russell 1000 ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #350 holding.
  • Prosperity Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 11 quarters since.
  • Prosperity Capital Advisors's iShares Russell 1000 ETF position peaked at $352K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.