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

Yes. Waverly Advisors holds 1,694,704 shares of HEFA, worth $79.5M, as of its Q2 2026 13F filing. It reduced the position by 232,749 shares (-12.1%) from Q1 2026. Waverly Advisors has held HEFA since Q2 2024, across 9 quarterly 13F filings. HEFA is 0.5% of Waverly Advisors' reported 13F portfolio.

Current Value

$79.5M

Current Shares

1.7M

Total Value Change

+$77.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-12.1%
$79.5M0.5%$46.24
0
2026-Q1
Decreased
1.9M
-22.6%
$81.9M0.6%$41.87
0
2025-Q4
Increased
2.5M
+4.0%
$103M0.8%$40.75
44
2025-Q3
Increased
2.4M
+9.8%
$94.9M0.9%$37.92
46
2025-Q2
Increased
2.2M
+11.8%
$82.8M0.9%$35.73
47
2025-Q1
Increased
2M
+2115.8%
$70.8M0.9%$34.16
67
2024-Q4
Increased
88,097
+38.9%
$3.1M0.0%$32.71
35
2024-Q3
Increased
63,407
+56.2%
$2.2M0.0%$32.89
37

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

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