Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 326,569 shares of IWB (ISHARES TR), worth $122M as of 2025-Q4. The position was decreased (-0.5% shares). IWB represents 1.0% of Waverly Advisors, LLC's portfolio.
Current Value
$122M
Current Shares
326,569
Total Value Change
+$19.1M
Total Shares Change
-19,176
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 326,569 |
-0.5% |
| $122M |
| 1.0% |
| $376.20 |
0 |
| 2025-Q3 | Decreased | 328,073 | -1.0% | $119.9M | 1.2% | $363.42 | 0 |
| 2025-Q2 | Decreased | 331,452 | -0.1% | $112.6M | 1.2% | $335.58 | 0 |
| 2025-Q1 | Decreased | 331,951 | -0.8% | $101.8M | 1.2% | $302.55 | 0 |
| 2024-Q4 | Decreased | 334,499 | -0.6% | $107.8M | 1.7% | $319.91 | 0 |
| 2024-Q3 | Decreased | 336,365 | -2.7% | $105.7M | 2.0% | $308.93 | 0 |
| 2024-Q2 | Decreased | 345,745 | -4.2% | $102.9M | 2.0% | $292.44 | 0 |