Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 280,747 shares of IWD (ISHARES TR), worth $59.1M as of 2025-Q4. The position was increased (++41.8% shares). IWD represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$59.1M
Current Shares
280,747
Total Value Change
+$37.1M
Total Shares Change
+155,178
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 280,747 |
+41.8% |
| $59.1M |
| 0.5% |
| $211.94 |
47 |
| 2025-Q3 | Increased | 197,928 | +0.5% | $40.3M | 0.4% | $202.24 | 35 |
| 2025-Q2 | Increased | 196,965 | +1.8% | $38.3M | 0.4% | $191.58 | 35 |
| 2025-Q1 | Increased | 193,497 | +41.7% | $36.4M | 0.4% | $183.74 | 46 |
| 2024-Q4 | Increased | 136,514 | +16.3% | $25.3M | 0.4% | $181.36 | 40 |
| 2024-Q3 | Decreased | 117,422 | -6.5% | $22.3M | 0.4% | $184.97 | 0 |
| 2024-Q2 | Decreased | 125,569 | -0.7% | $21.9M | 0.4% | $169.57 | 0 |