Prosperity Capital Advisors’s iShares US Energy ETF IYE Stock Holding History

Prosperity Capital Advisors’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,451	Closed	-$206K	–	351
2024 Q3	$206K	Buy	+4,451	New	+$210K	0.02%	325
2024 Q1	–	Sell	-4,539	Closed	-$200K	–	331
2023 Q4	$200K	Sell	4,539 -846	-16%	-$38K	0.02%	253
2023 Q3	$255K	Sell	5,385 -4,125	-43%	-$190K	0.03%	206
2023 Q2	$407K	Sell	9,510 -1,835	-16%	-$78.6K	0.06%	157
2023 Q1	$496K	Sell	11,345 -22,312	-66%	-$1.01M	0.08%	119
2022 Q4	$1.56M	Buy	+33,657	New	+$1.57M	0.48%	39

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Prosperity Capital Advisors's IYE Position: Q4 2024 in Review

Prosperity Capital Advisors sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 4,451 shares — an estimated $206K sold.

Prosperity Capital Advisors first reported a position in IYE in Q4 2022 and held it in 6 quarters. The position peaked at $1.56M in Q4 2022. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

Prosperity Capital Advisors reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 4,451 iShares US Energy ETF shares in Q4 2024, an estimated $206K.
Prosperity Capital Advisors first reported a position in iShares US Energy ETF in Q4 2022 and held it in 6 quarters.
Prosperity Capital Advisors's iShares US Energy ETF position peaked at $1.56M in Q4 2022.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Prosperity Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.