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Position history for WAWaverly Advisors, LLC's holdings in ISHARES S&P SMALL-CAP 600 VA

Waverly Advisors, LLC holds 123,583 shares of IJS (ISHARES S&P SMALL-CAP 600 VA), worth $16.9M as of 2026-Q2. The position was decreased (-3.5% shares). IJS represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$16.9M

Current Shares

123,583

Total Value Change

-$815,239

Total Shares Change

-40,884

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
123,583
-3.5%
$16.9M0.1%$136.68
0
2026-Q1
Increased
128,124
+2.0%
$15.2M0.1%$122.46
34
2025-Q4
Decreased
125,651
-4.0%
$14.3M0.1%$114.77
0
2025-Q3
Decreased
130,836
-6.5%
$14.5M0.1%$109.89
0
2025-Q2
Decreased
139,916
-9.5%
$13.9M0.2%$98.76
0
2025-Q1
Decreased
154,554
-3.5%
$15.1M0.2%$95.87
0
2024-Q4
Decreased
160,220
-2.6%
$17.4M0.3%$106.33
0
2024-Q3
Decreased
164,467
-9.3%
$17.7M0.3%$104.94
0

Other major holders of IJS: Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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