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

As of 2026-Q2, Waverly Advisors, LLC holds 246,729 shares of AOR (ISHARES TR).

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

As of 2026-Q2, Waverly Advisors, LLC's AOR position is worth $17.1M.

In 2026-Q2, Waverly Advisors, LLC decreased their AOR position (-3.4% change in shares).

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

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

Current Value

$17.1M

Current Shares

246,729

Total Value Change

+$14.1M

Total Shares Change

+177,935

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	246,729	-3.4%	$17.1M	0.1%	$68.98	0
2026-Q1	Increased	255,436	+3.0%	$16.4M	0.1%	$66.17	35
2025-Q4	Decreased	247,953	-2.7%	$16.1M	0.1%	$65.32	0
2025-Q3	Increased	254,868	+0.2%	$16.4M	0.2%	$63.31	34
2025-Q2	Decreased	254,349	-1.5%	$15.7M	0.2%	$59.99	0
2025-Q1	Decreased	258,140	-0.1%	$14.9M	0.2%	$55.97	0
2024-Q4	Increased	258,466	+4.2%	$14.8M	0.2%	$55.83	35
2024-Q3	Increased	248,154	+0.5%	$14.7M	0.3%	$56.87	34
2024-Q2	Increased	246,974	+2.2%	$13.9M	0.3%	$53.62	34
2024-Q1	Increased	241,670	+26.1%	$13.5M	0.3%	$52.79	41
2023-Q4	Increased	191,714	+0.9%	$10.2M	0.4%	$50.44	33
2023-Q3	Increased	189,994	+0.5%	$9.4M	0.4%	$46.19	33
2023-Q2	Increased	189,111	+0.5%	$9.7M	0.4%	$47.40	33
2023-Q1	Decreased	188,245	-0.3%	$9.4M	0.5%	$45.71	0
2022-Q4	Increased	188,816	+157.0%	$8.9M	0.5%	$43.58	53
2022-Q3	Decreased	73,457	-33.7%	$3.3M	0.2%	$41.23	0
2022-Q2	Increased	110,844	+52.5%	$5.3M	0.5%	$43.65	45
2022-Q1	Increased	72,664	+1.8%	$3.9M	0.3%	$49.32	32
2021-Q4	Increased	71,369	+8.7%	$3.9M	0.3%	$51.78	35
2021-Q3	Decreased	65,672	-4.2%	$3.8M	0.3%	$49.87	0
2021-Q2	Increased	68,523	+3.2%	$3.9M	0.4%	$50.01	33
2021-Q1	Increased	66,400	+9.7%	$3.7M	0.4%	$47.56	35
2020-Q4	Decreased	60,516	-1.4%	$3.3M	0.3%	$46.50	0
2020-Q3	Decreased	61,377	-1.8%	$2.9M	0.4%	$42.59	0
2020-Q2	Decreased	62,514	-3.0%	$3M	0.4%	$40.40	0
2020-Q1	Decreased	64,447	-18.8%	$2.7M	0.5%	$36.37	0
2019-Q4	Increased	79,407	+6.0%	$3.9M	0.5%	$41.57	40
2019-Q3	Increased	74,928	+10.9%	$3.5M	0.5%	$39.53	35
2019-Q2	Decreased	67,577	-1.8%	$3.1M	0.5%	$39.24	0
2019-Q1	New	68,794	-	$3.1M	0.5%	$37.95	44