Prosperity Capital Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.7M | Sell |
96,568
-12,897
| -12% | -$2.23M | 1.56% | 13 |
|
2025
Q1 | $15.5M | Buy |
109,465
+6,778
| +7% | +$962K | 1.23% | 15 |
|
2024
Q4 | $16.4M | Buy |
102,687
+7,690
| +8% | +$1.23M | 1.33% | 15 |
|
2024
Q3 | $14.4M | Buy |
94,997
+1,698
| +2% | +$257K | 1.23% | 16 |
|
2024
Q2 | $14M | Buy |
93,299
+12,500
| +15% | +$1.88M | 1.55% | 13 |
|
2024
Q1 | $10.9M | Sell |
80,799
-29,905
| -27% | -$4.04M | 1.29% | 14 |
|
2023
Q4 | $13.6M | Buy |
110,704
+27,628
| +33% | +$3.39M | 1.47% | 15 |
|
2023
Q3 | $8.72M | Sell |
83,076
-42,832
| -34% | -$4.49M | 1.15% | 15 |
|
2023
Q2 | $13.7M | Buy |
125,908
+10,714
| +9% | +$1.17M | 1.92% | 12 |
|
2023
Q1 | $10.7M | Buy |
115,194
+69,144
| +150% | +$6.42M | 1.65% | 13 |
|
2022
Q4 | $3.43M | Buy |
+46,050
| New | +$3.43M | 1.06% | 14 |
|