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IWB
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
319,023
-2.3%
$113.8M0.8%$373.15
0
2025-Q4
Decreased
326,569
-0.5%
$122M1.0%$376.20
0
2025-Q3
Decreased
328,073
-1.0%
$119.9M1.2%$363.42
0
2025-Q2
Decreased
331,452
-0.1%
$112.6M1.2%$335.58
0
2025-Q1
Decreased
331,951
-0.8%
$101.8M1.2%$302.55
0
2024-Q4
Decreased
334,499
-0.6%
$107.8M1.7%$319.91
0
2024-Q3
Decreased
336,365
-2.7%
$105.7M2.0%$308.93
0
2024-Q2
Decreased
345,745
-4.2%
$102.9M2.0%$292.44
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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