Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Current Value
$86.7M
Current Shares
203,381
Total Value Change
+$23.6M
Total Shares Change
+30,283
Increased |
| 203,381 |
+1.4% |
| $86.7M |
| 0.6% |
| $448.66 |
43 |
| 2025-Q4 | Increased | 200,563 | +30.4% | $94.9M | 0.8% | $476.95 | 53 |
| 2025-Q3 | Decreased | 153,832 | -1.1% | $72.1M | 0.7% | $466.09 | 0 |
| 2025-Q2 | Decreased | 155,524 | -0.1% | $66M | 0.7% | $420.88 | 0 |
| 2025-Q1 | Decreased | 155,711 | -3.7% | $56.2M | 0.7% | $359.49 | 0 |
| 2024-Q4 | Increased | 161,620 | +5.2% | $64.9M | 1.0% | $403.59 | 49 |
| 2024-Q3 | Decreased | 153,606 | -11.3% | $57.7M | 1.1% | $371.77 | 0 |
| 2024-Q2 | Decreased | 173,098 | -2.5% | $63.1M | 1.2% | $362.15 | 0 |