Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 1.9M shares of HEFA (ISHARES TR), worth $81.9M as of 2026-Q1. The position was decreased (-22.6% shares). HEFA represents 0.6% of Waverly Advisors, LLC's portfolio.
Current Value
$81.9M
Current Shares
1.9M
Total Value Change
+$80.5M
Total Shares Change
+1.9M
Other major holders of HEFA: GOLDMAN SACHS GROUP INC
Decreased |
| 1.9M |
-22.6% |
| $81.9M |
| 0.6% |
| $43.35 |
0 |
| 2025-Q4 | Increased | 2.5M | +4.0% | $103M | 0.8% | $41.54 | 44 |
| 2025-Q3 | Increased | 2.4M | +9.8% | $94.9M | 0.9% | $38.37 | 46 |
| 2025-Q2 | Increased | 2.2M | +11.8% | $82.8M | 0.9% | $36.43 | 47 |
| 2025-Q1 | Increased | 2M | +2115.8% | $70.8M | 0.9% | $34.94 | 67 |
| 2024-Q4 | Increased | 88,097 | +38.9% | $3.1M | 0.0% | $33.10 | 35 |
| 2024-Q3 | Increased | 63,407 | +56.2% | $2.2M | 0.0% | $33.34 | 37 |
| 2024-Q2 | New | 40,602 | - | $1.4M | 0.0% | $32.95 | 35 |