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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

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 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. 310 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.
  • 310 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.