Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 487,802 shares of IVW (ISHARES TR), worth $60.1M as of 2025-Q4. The position was increased (++5.5% shares). IVW represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$60.1M
Current Shares
487,802
Total Value Change
+$29.9M
Total Shares Change
+161,527
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 487,802 |
+5.5% |
| $60.1M |
| 0.5% |
| $124.16 |
37 |
| 2025-Q3 | Increased | 462,200 | +2.4% | $55.8M | 0.6% | $120.03 | 42 |
| 2025-Q2 | Increased | 451,445 | +10.7% | $49.7M | 0.5% | $109.25 | 46 |
| 2025-Q1 | Increased | 407,890 | +10.6% | $37.9M | 0.5% | $92.24 | 38 |
| 2024-Q4 | Increased | 368,690 | +12.1% | $37.4M | 0.6% | $101.96 | 46 |
| 2024-Q3 | Increased | 328,918 | +0.8% | $31.5M | 0.6% | $94.72 | 41 |
| 2024-Q2 | Increased | 326,275 | +962.0% | $30.2M | 0.6% | $91.87 | 66 |