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

Waverly Advisors, LLC holds 272,542 shares of IWD (ISHARES TR), worth $58.2M as of 2026-Q1. The position was decreased (-2.9% shares). IWD represents 0.4% of Waverly Advisors, LLC's portfolio.

Current Value

$58.2M

Current Shares

272,542

Total Value Change

+$36.3M

Total Shares Change

+146,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
272,542
-2.9%
$58.2M0.4%$222.27
0
2025-Q4
Increased
280,747
+41.8%
$59.1M0.5%$211.94
47
2025-Q3
Increased
197,928
+0.5%
$40.3M0.4%$202.24
35
2025-Q2
Increased
196,965
+1.8%
$38.3M0.4%$191.58
35
2025-Q1
Increased
193,497
+41.7%
$36.4M0.4%$183.74
46
2024-Q4
Increased
136,514
+16.3%
$25.3M0.4%$181.36
40
2024-Q3
Decreased
117,422
-6.5%
$22.3M0.4%$184.97
0
2024-Q2
Decreased
125,569
-0.7%
$21.9M0.4%$169.57
0

Other major holders of IWD: BANK OF AMERICA CORP /DE/

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