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Naples Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Naples Global Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Buy
3,348
+1,588
+90% +$557K 0.1% 208
2025
Q1 		$559K Buy
+1,760
New +$559K 0.05% 277