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

As of 2026-Q2, Waverly Advisors, LLC holds 321,460 shares of AGG (ISHARES TR).

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

As of 2026-Q2, Waverly Advisors, LLC's AGG position is worth $31.8M.

In 2026-Q2, Waverly Advisors, LLC increased their AGG position (+67.7% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in AGG in 2019-Q1. They have held the position across 30 quarters.

Position history for WAWaverly Advisors, LLC's holdings in ISHARES TR

Current Value

$31.8M

Current Shares

321,460

Total Value Change

+$21.7M

Total Shares Change

+229,121

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	321,460	+67.7%	$31.8M	0.2%	$98.31	51
2026-Q1	Decreased	191,712	-4.9%	$19M	0.1%	$97.61	0
2025-Q4	Increased	201,591	+0.4%	$20.1M	0.2%	$97.58	34
2025-Q3	Decreased	200,769	-30.3%	$20.1M	0.2%	$96.67	0
2025-Q2	Decreased	288,079	-3.0%	$28.6M	0.3%	$94.72	0
2025-Q1	Increased	297,119	+14.6%	$29.4M	0.4%	$93.53	39
2024-Q4	Increased	259,386	+94.5%	$25.1M	0.4%	$91.03	54
2024-Q3	Decreased	133,379	-3.9%	$13.5M	0.2%	$93.95	0
2024-Q2	Increased	138,808	+111.6%	$13.5M	0.3%	$89.22	54
2024-Q1	Decreased	65,609	-15.4%	$6.4M	0.2%	$89.20	0
2023-Q4	Increased	77,602	+8.4%	$7.7M	0.3%	$89.86	36
2023-Q3	Decreased	71,583	-9.2%	$6.7M	0.3%	$84.17	0
2023-Q2	Increased	78,822	+10.9%	$7.7M	0.3%	$86.97	36
2023-Q1	Decreased	71,080	-15.7%	$7.1M	0.4%	$87.80	0
2022-Q4	Increased	84,357	+24.4%	$8.2M	0.5%	$85.05	40
2022-Q3	Decreased	67,798	-25.3%	$6.5M	0.5%	$83.72	0
2022-Q2	Increased	90,701	+19.0%	$9.2M	0.8%	$87.85	46
2022-Q1	Increased	76,213	+2.3%	$8.2M	0.7%	$92.06	40
2021-Q4	Increased	74,500	+16.5%	$8.2M	0.7%	$97.78	45
2021-Q3	Increased	63,945	+2.0%	$7.3M	0.6%	$97.88	39
2021-Q2	Decreased	62,676	-12.9%	$7.3M	0.7%	$97.89	0
2021-Q1	Decreased	71,969	-6.7%	$8.2M	0.8%	$96.18	0
2020-Q4	Increased	77,113	+0.9%	$9M	0.9%	$99.54	39
2020-Q3	Increased	76,413	+4.1%	$9M	1.2%	$98.82	45
2020-Q2	Decreased	73,411	-9.7%	$8.7M	1.1%	$98.42	0
2020-Q1	Decreased	81,295	-9.7%	$9.4M	1.6%	$95.49	0
2019-Q4	Decreased	89,980	-4.9%	$10.2M	1.3%	$92.61	0
2019-Q3	Increased	94,644	+7.0%	$10.7M	1.5%	$92.50	47
2019-Q2	Decreased	88,491	-4.2%	$9.9M	1.5%	$90.38	0
2019-Q1	New	92,339	-	$10.1M	1.6%	$87.90	63