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ISCFISCF
19 quarters

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

Waverly Advisors, LLC holds 35,340 shares of ISCF (ISHARES TR), worth $1.5M as of 2026-Q2. The position was increased (+0.7% shares). ISCF represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$1.5M

Current Shares

35,340

Total Value Change

+$1M

Total Shares Change

+20,665

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35,340
+0.7%
$1.5M0.0%$43.29
26
2026-Q1
Unchanged
35,101
0.0%
$1.5M0.0%$43.77
0
2025-Q4
Increased
35,101
+0.7%
$1.5M0.0%$41.72
26
2025-Q3
Increased
34,873
+0.2%
$1.4M0.0%$40.20
25
2025-Q2
Increased
34,806
+0.7%
$1.3M0.0%$37.90
25
2025-Q1
Decreased
34,570
-0.4%
$1.2M0.0%$32.68
0
2024-Q4
Decreased
34,710
-2.8%
$1.1M0.0%$30.95
0
2024-Q3
Decreased
35,715
-1.0%
$1.3M0.0%$33.07
0
2024-Q2
Decreased
36,061
-10.6%
$1.2M0.0%$30.23
0
2024-Q1
Increased
40,348
+3.0%
$1.3M0.0%$30.41
26
2023-Q4
Increased
39,174
+14.8%
$1.3M0.0%$29.63
29
2023-Q3
Decreased
34,136
-0.8%
$1M0.0%$26.66
0
2023-Q2
Decreased
34,418
-0.6%
$1.1M0.0%$27.42
0
2023-Q1
Decreased
34,620
0.0%
$1.1M0.1%$27.41
0
2022-Q4
Increased
34,621
+48.0%
$1M0.1%$26.57
34
2022-Q3
Increased
23,392
+84.4%
$612,0000.0%$22.90
38
2022-Q2
Increased
12,686
+113.3%
$365,0000.0%$25.34
38
2022-Q1
Decreased
5,947
-59.5%
$204,0000.0%$30.08
0
2021-Q4
New
14,675
-
$508,0000.0%$31.21
33

Other major holders of ISCF: LPL Financial LLC, Cerity Partners LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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