Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 1.2M shares of IVV (ISHARES TR), worth $815.9M as of 2026-Q1. The position was increased (+4.8% shares). IVV represents 6.1% of Waverly Advisors, LLC's portfolio.
Current Value
$815.9M
Current Shares
1.2M
Total Value Change
+$363.8M
Total Shares Change
+422,934
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.2M |
+4.8% |
| $815.9M |
| 6.1% |
| $683.37 |
65 |
| 2025-Q4 | Increased | 1.2M | +4.4% | $816.2M | 6.6% | $689.92 | 64 |
| 2025-Q3 | Increased | 1.1M | +3.3% | $763.7M | 7.6% | $664.41 | 64 |
| 2025-Q2 | Increased | 1.1M | +7.7% | $686.1M | 7.5% | $613.43 | 66 |
| 2025-Q1 | Increased | 1M | +11.7% | $576.4M | 7.0% | $552.75 | 68 |
| 2024-Q4 | Increased | 918,204 | +5.9% | $540.5M | 8.4% | $583.48 | 65 |
| 2024-Q3 | Increased | 867,033 | +5.0% | $500.1M | 9.2% | $564.81 | 64 |
| 2024-Q2 | Increased | 826,142 | +10.7% | $452.1M | 8.9% | $536.31 | 67 |