Naples Global Advisors’s iShares US Technology ETF IYW Stock Holding History

Naples Global 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	$782K	Sell	3,099 -100	-3%	-$23K	0.05%	282
2026 Q1	$580K	Hold	3,199	–	–	0.04%	299
2025 Q4	$639K	Sell	3,199 -1,289	-29%	-$258K	0.05%	289
2025 Q3	$879K	Buy	4,488 +1,281	+40%	+$234K	0.07%	253
2025 Q2	$556K	Hold	3,207	–	–	0.05%	287
2025 Q1	$450K	Sell	3,207 -84	-3%	-$13.1K	0.04%	309
2024 Q4	$525K	Hold	3,291	–	–	0.05%	283
2024 Q3	$499K	Sell	3,291 -310	-9%	-$45.6K	0.05%	291
2024 Q2	$542K	Hold	3,601	–	–	0.05%	272
2024 Q1	$486K	Hold	3,601	–	–	0.05%	291
2023 Q4	$442K	Hold	3,601	–	–	0.05%	293
2023 Q3	$378K	Hold	3,601	–	–	0.05%	308
2023 Q2	$392K	Hold	3,601	–	–	0.05%	309
2023 Q1	$334K	Sell	3,601 -200	-5%	-$16.8K	0.04%	325
2022 Q4	$283K	Buy	3,801 +1	+0%	+$77	0.04%	333
2022 Q3	$279K	Hold	3,800	–	–	0.04%	325
2022 Q2	$304K	Hold	3,800	–	–	0.04%	315
2022 Q1	$392K	Hold	3,800	–	–	0.05%	309
2021 Q4	$436K	Hold	3,800	–	–	0.05%	299
2021 Q3	$385K	Hold	3,800	–	–	0.05%	309
2021 Q2	$378K	Hold	3,800	–	–	0.05%	302
2021 Q1	$333K	Sell	3,800 -200	-5%	-$17.5K	0.05%	302
2020 Q4	$340K	Hold	4,000	–	–	0.06%	289
2020 Q3	$301K	Hold	4,000	–	–	0.06%	282
2020 Q2	$270K	Hold	4,000	–	–	0.06%	292
2020 Q1	$204K	Buy	4,000 +200	+5%	+$11.6K	0.05%	294
2019 Q4	$221K	Buy	+3,800	New	+$207K	0.05%	302

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Naples Global Advisors's IYW Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares US Technology ETF (IYW) stake by 3.1% in Q2 2026, selling an estimated $23K and leaving 3,099 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #282.

Naples Global Advisors first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. The position peaked at $879K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Naples Global Advisors held 3,099 shares of iShares US Technology ETF worth $782K as of Q2 2026.
Naples Global Advisors sold 100 iShares US Technology ETF shares in Q2 2026, an estimated $23K.
iShares US Technology ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #282 holding.
Naples Global Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
Naples Global Advisors's iShares US Technology ETF position peaked at $879K in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.