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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,556 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.
1,556 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.