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