Naples Global Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $499K | Sell |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $486K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $221K | Buy |
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