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

Waverly Advisors, LLC holds 870,011 shares of IJH (ISHARES TR), worth $58.8M as of 2026-Q1. The position was decreased (-1.4% shares). IJH represents 0.4% of Waverly Advisors, LLC's portfolio.

Current Value

$58.8M

Current Shares

870,011

Total Value Change

+$20.2M

Total Shares Change

+211,092

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
870,011
-1.4%
$58.8M0.4%$70.86
0
2025-Q4
Decreased
882,128
-2.1%
$58.2M0.5%$66.70
0
2025-Q3
Increased
901,358
+0.7%
$58.8M0.6%$64.87
42
2025-Q2
Decreased
894,894
-0.8%
$55.5M0.6%$61.52
0
2025-Q1
Increased
902,562
+17.4%
$52.7M0.6%$57.55
48
2024-Q4
Increased
768,953
+14.2%
$47.9M0.7%$61.30
47
2024-Q3
Increased
673,520
+2.2%
$42M0.8%$61.15
42
2024-Q2
Increased
658,919
+37.3%
$38.6M0.8%$57.25
54

Other major holders of IJH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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