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
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Decreased |
| 272,542 |
-2.9% |
| $58.2M |
| 0.4% |
| $222.27 |
0 |
| 2025-Q4 | 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 |