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IWBIWB
30 quarters

Position history for WAWaverly Advisors, LLC's holdings in ISHARES TR

Yes. Waverly Advisors holds 314,703 shares of IWB, worth $128.9M, as of its Q2 2026 13F filing. It reduced the position by 4,320 shares (-1.4%) from Q1 2026. Waverly Advisors has held IWB in every 13F on record since Q1 2019, 30 quarterly filings. IWB is 0.7% of Waverly Advisors' reported 13F 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%$408.51
0
2026-Q1
Decreased
319,023
-2.3%
$113.8M0.8%$354.96
0
2025-Q4
Decreased
326,569
-0.5%
$122M1.0%$370.88
0
2025-Q3
Decreased
328,073
-1.0%
$119.9M1.2%$361.91
0
2025-Q2
Decreased
331,452
-0.1%
$112.6M1.2%$335.36
0
2025-Q1
Decreased
331,951
-0.8%
$101.8M1.2%$302.16
0
2024-Q4
Decreased
334,499
-0.6%
$107.8M1.7%$316.51
0
2024-Q3
Decreased
336,365
-2.7%
$105.7M2.0%$307.94
0
2024-Q2
Decreased
345,745
-4.2%
$102.9M2.0%$290.44
0
2024-Q1
Increased
360,850
+6.7%
$103.9M2.4%$280.46
55
2023-Q4
Decreased
338,134
-2.4%
$88.7M3.3%$254.59
0
2023-Q3
Decreased
346,585
-1.6%
$81.4M3.6%$227.20
0
2023-Q2
Decreased
352,261
-3.1%
$85.9M3.8%$234.74
0
2023-Q1
Decreased
363,383
-1.4%
$81.8M4.3%$216.33
0
2022-Q4
Decreased
368,704
-1.3%
$77.6M4.3%$201.43
0
2022-Q3
Increased
373,672
+125x
$73.7M5.2%$188.01
93
2022-Q2
Unchanged
2,955
0.0%
$614,0000.1%$197.01
0
2022-Q1
Unchanged
2,955
0.0%
$739,0000.1%$236.47
0
2021-Q4
Unchanged
2,955
0.0%
$723,0000.1%$249.27
0
2021-Q3
Unchanged
2,955
0.0%
$771,0000.1%$227.18
0
2021-Q2
Increased
2,955
+10.3%
$742,0000.1%$226.77
27
2021-Q1
Decreased
2,680
-3.1%
$627,0000.1%$209.19
0
2020-Q4
Increased
2,767
+0.0%
$617,0000.1%$197.34
24
2020-Q3
Unchanged
2,766
0.0%
$506,0000.1%$173.67
0
2020-Q2
Unchanged
2,766
0.0%
$519,0000.1%$158.66
0
2020-Q1
Decreased
2,766
-26.5%
$391,0000.1%$130.33
0
2019-Q4
Increased
3,762
+7.8%
$697,0000.1%$163.40
27
2019-Q3
Unchanged
3,491
0.0%
$574,0000.1%$149.97
0
2019-Q2
Unchanged
3,491
0.0%
$568,0000.1%$147.73
0
2019-Q1
First report
3,491
-
$549,0000.1%$141.98
0

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

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