Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 319,023 shares of IWB (ISHARES TR), worth $113.8M as of 2026-Q1. The position was decreased (-2.3% shares). IWB represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$113.8M
Current Shares
319,023
Total Value Change
+$10.9M
Total Shares Change
-26,722
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 319,023 |
-2.3% |
| $113.8M |
| 0.8% |
| $373.15 |
0 |
| 2025-Q4 | 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 |