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Prosperity Capital Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Prosperity Capital Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,243
Closed -$757K – 270
2023
Q3 		$757K Buy
7,243
+860
+13% +$93.5K 0.1% 107
2023
Q2 		$691K Buy
6,383
+1,386
+28% +$142K 0.1% 114
2023
Q1 		$500K Buy
4,997
+2,539
+103% +$248K 0.08% 117
2022
Q4 		$230K Buy
+2,458
New +$231K 0.07% 173

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Capital Advisors's IYY Position: Q4 2023 in Review

Prosperity Capital Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 7,243 shares — an estimated $757K sold.

Prosperity Capital Advisors first reported a position in IYY in Q4 2022 and held it in 4 quarters. The position peaked at $757K in Q3 2023. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

  • Prosperity Capital Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Capital Advisors sold 7,243 iShares Dow Jones US ETF shares in Q4 2023, an estimated $757K.
  • Prosperity Capital Advisors first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 4 quarters.
  • Prosperity Capital Advisors's iShares Dow Jones US ETF position peaked at $757K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on Prosperity Capital Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.