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Ishares Tr shares owned by Naples Global Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Naples Global Advisors from 13F filings

Historical chart of Naples Global Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $944k 45k 21.22
2025-06-30 $667k 32k 21.04
2025-03-31 $658k 32k 20.75
2024-12-31 $573k 28k 20.35