IYW — ISHARES TR

Ownership history in Prostatis Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in ISHARES TR (IYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.56% (2025 Q4)
Avg. % of fund
2.05%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,721 +8,708 +19.3% 2.56% $10.7M $199.61
2025 Q3 REDUCED 45,013 -522 -1.1% 2.21% $8.8M $195.73
2025 Q2 ADDED 45,535 +19,215 +73.0% 2.26% $7.9M $173.10
2025 Q1 INITIATED 26,320 — — 1.17% $3.7M $140.23
% of Fund (quarterly)    IYW price (monthly, adj. close)

Other funds also holding IYW

As of 2025 Q4 — sorted by position size

PGIM Custom Harvest LLC 3Y 12.84% HC Advisors, LLC 3Y 11.47% Harborfront Financial Group LLC 9.75% Portfolio Strategies, Inc. 3Y 7Y 9.21% First Citizens Financial Corp 3Y 8.91% CPR Investments Inc. 3Y 7.7% Parker Investment Management, LLC 3Y 7Y 7.08% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 6.51% Signature Wealth Management Partners, LLC 3Y 6.08% hemming& Wealth Management, Inc. 5.91%
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