Back to WA Waverly Advisors, LLC

IDGTIDGT
2 quarters

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

Yes. Waverly Advisors holds 22,649 shares of IDGT, worth $2.7M, as of its Q2 2026 13F filing. It increased the position from 5,573 shares in Q1 2026. Waverly Advisors has held IDGT since Q1 2026, across 2 quarterly 13F filings.

Current Value

$2.7M

Current Shares

22,649

Total Value Change

+$2.2M

Total Shares Change

+17,076

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,649
+306.4%
$2.7M0.0%$119.51
42
2026-Q1
New
5,573
-
$544,9840.0%$97.51
34

Other major holders of IDGT: BANK OF AMERICA CORP /DE/, MML INVESTORS SERVICES, LLC, Equitable Holdings, Inc.

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