Prosperity Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Prosperity Capital Advisors’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	$4.72M	Sell	18,730 -1,063	-5%	-$244K	0.23%	77
2026 Q1	$3.59M	Sell	19,793 -12,123	-38%	-$2.34M	0.2%	84
2025 Q4	$6.37M	Buy	31,916 +1,268	+4%	+$254K	0.38%	51
2025 Q3	$6M	Sell	30,648 -65,868	-68%	-$12.1M	0.35%	53
2025 Q2	$16.7M	Sell	96,516 -12,949	-12%	-$1.96M	1.09%	19
2025 Q1	$15.5M	Buy	109,465 +6,778	+7%	+$1.06M	1.23%	15
2024 Q4	$16.4M	Buy	102,687 +7,690	+8%	+$1.22M	1.33%	15
2024 Q3	$14.4M	Buy	94,997 +1,698	+2%	+$250K	1.23%	16
2024 Q2	$14M	Buy	93,299 +12,500	+15%	+$1.73M	1.55%	13
2024 Q1	$10.9M	Sell	80,799 -29,905	-27%	-$3.89M	1.29%	14
2023 Q4	$13.6M	Buy	110,704 +27,628	+33%	+$3.13M	1.47%	15
2023 Q3	$8.72M	Sell	83,076 -42,832	-34%	-$4.66M	1.15%	15
2023 Q2	$13.7M	Buy	125,908 +10,714	+9%	+$1.05M	1.92%	12
2023 Q1	$10.7M	Buy	115,194 +69,144	+150%	+$5.8M	1.65%	13
2022 Q4	$3.43M	Buy	+46,050	New	+$3.52M	1.06%	14

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 5.4% in Q2 2026, selling an estimated $244K and leaving 18,730 shares worth $4.72M. The position accounts for 0.23% of the portfolio, ranked #77.

Prosperity Capital Advisors first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Prosperity Capital Advisors held 18,730 shares of iShares US Technology ETF worth $4.72M as of Q2 2026.
Prosperity Capital Advisors sold 1,063 iShares US Technology ETF shares in Q2 2026, an estimated $244K.
iShares US Technology ETF made up 0.23% of Prosperity Capital Advisors's portfolio in Q2 2026, its #77 holding.
Prosperity Capital Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's iShares US Technology ETF position peaked at $16.7M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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