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
Other major holders of IJH: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 870,011 |
-1.4% |
| $58.8M |
| 0.4% |
| $70.86 |
0 |
| 2025-Q4 | Decreased | 882,128 | -2.1% | $58.2M | 0.5% | $66.70 | 0 |
| 2025-Q3 | Increased | 901,358 | +0.7% | $58.8M | 0.6% | $64.87 | 42 |
| 2025-Q2 | Decreased | 894,894 | -0.8% | $55.5M | 0.6% | $61.52 | 0 |
| 2025-Q1 | Increased | 902,562 | +17.4% | $52.7M | 0.6% | $57.55 | 48 |
| 2024-Q4 | Increased | 768,953 | +14.2% | $47.9M | 0.7% | $61.30 | 47 |
| 2024-Q3 | Increased | 673,520 | +2.2% | $42M | 0.8% | $61.15 | 42 |
| 2024-Q2 | Increased | 658,919 | +37.3% | $38.6M | 0.8% | $57.25 | 54 |