Question 1

How many shares of IWF does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 1.4M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND).

Question 2

What is Waverly Advisors, LLC's IWF position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's IWF position is worth $173M.

Question 3

Is Waverly Advisors, LLC buying or selling IWF?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their IWF position (+585.1% change in shares).

Question 4

When did Waverly Advisors, LLC first buy IWF?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in IWF in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.4M	+585.1%	$173M	1.0%	$124.17	77
2026-Q1	Increased	203,381	+1.4%	$86.7M	0.6%	$106.51	43
2025-Q4	Increased	200,563	+30.4%	$94.9M	0.8%	$118.12	53
2025-Q3	Decreased	153,832	-1.1%	$72.1M	0.7%	$116.78	0
2025-Q2	Decreased	155,524	-0.1%	$66M	0.7%	$105.75	0
2025-Q1	Decreased	155,711	-3.7%	$56.2M	0.7%	$89.85	0
2024-Q4	Increased	161,620	+5.2%	$64.9M	1.0%	$99.82	49
2024-Q3	Decreased	153,606	-11.3%	$57.7M	1.1%	$93.21	0