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IWBIWB
30 quarters

Position history for WAWaverly Advisors, LLC's holdings in ISHARES RUSSELL 1000 ETF

Waverly Advisors, LLC holds 314,703 shares of IWB (ISHARES RUSSELL 1000 ETF), worth $128.9M as of 2026-Q2. The position was decreased (-1.4% shares). IWB represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$128.9M

Current Shares

314,703

Total Value Change

+$128.3M

Total Shares Change

+311,212

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
314,703
-1.4%
$128.9M0.7%$409.50
0
2026-Q1
Decreased
319,023
-2.3%
$113.8M0.8%$355.82
0
2025-Q4
Decreased
326,569
-0.5%
$122M1.0%$371.78
0
2025-Q3
Decreased
328,073
-1.0%
$119.9M1.2%$362.79
0
2025-Q2
Decreased
331,452
-0.1%
$112.6M1.2%$336.17
0
2025-Q1
Decreased
331,951
-0.8%
$101.8M1.2%$302.90
0
2024-Q4
Decreased
334,499
-0.6%
$107.8M1.7%$317.28
0
2024-Q3
Decreased
336,365
-2.7%
$105.7M2.0%$308.68
0
2024-Q2
Decreased
345,745
-4.2%
$102.9M2.0%$292.44
0
2024-Q1
Increased
360,850
+6.7%
$103.9M2.4%$282.39
55
2023-Q4
Decreased
338,134
-2.4%
$88.7M3.3%$256.35
0
2023-Q3
Decreased
346,585
-1.6%
$81.4M3.6%$228.76
0
2023-Q2
Decreased
352,261
-3.1%
$85.9M3.8%$235.31
0
2023-Q1
Decreased
363,383
-1.4%
$81.8M4.3%$216.85
0
2022-Q4
Decreased
368,704
-1.3%
$77.6M4.3%$202.82
0
2022-Q3
Increased
373,672
+125x
$73.7M5.2%$188.47
93
2022-Q2
Unchanged
2,955
0.0%
$614,0000.1%$197.48
0
2022-Q1
Unchanged
2,955
0.0%
$739,0000.1%$237.05
0
2021-Q4
Unchanged
2,955
0.0%
$723,0000.1%$249.88
0
2021-Q3
Unchanged
2,955
0.0%
$771,0000.1%$227.73
0
2021-Q2
Increased
2,955
+10.3%
$742,0000.1%$227.32
27
2021-Q1
Decreased
2,680
-3.1%
$627,0000.1%$209.70
0
2020-Q4
Increased
2,767
+0.0%
$617,0000.1%$197.82
24
2020-Q3
Unchanged
2,766
0.0%
$506,0000.1%$174.10
0
2020-Q2
Unchanged
2,766
0.0%
$519,0000.1%$159.05
0
2020-Q1
Decreased
2,766
-26.5%
$391,0000.1%$130.65
0
2019-Q4
Increased
3,762
+7.8%
$697,0000.1%$164.14
27
2019-Q3
Unchanged
3,491
0.0%
$574,0000.1%$150.21
0
2019-Q2
Unchanged
3,491
0.0%
$568,0000.1%$148.75
0
2019-Q1
New
3,491
-
$549,0000.1%$142.96
34

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

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