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IWFIWF
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Position history for WAWaverly Advisors, LLC's holdings in ISHARES TR RUSSELL 1000 GROWTH INDEX FUND

Waverly Advisors, LLC holds 1.4M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $173M as of 2026-Q2. The position was increased (+585.1% shares). IWF represents 1.0% of Waverly Advisors, LLC's portfolio.

Current Value

$173M

Current Shares

1.4M

Total Value Change

+$115.3M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+585.1%
$173M1.0%$124.17
77
2026-Q1
Increased
203,381
+1.4%
$86.7M0.6%$106.51
43
2025-Q4
Increased
200,563
+30.4%
$94.9M0.8%$118.12
53
2025-Q3
Decreased
153,832
-1.1%
$72.1M0.7%$116.78
0
2025-Q2
Decreased
155,524
-0.1%
$66M0.7%$105.75
0
2025-Q1
Decreased
155,711
-3.7%
$56.2M0.7%$89.85
0
2024-Q4
Increased
161,620
+5.2%
$64.9M1.0%$99.82
49
2024-Q3
Decreased
153,606
-11.3%
$57.7M1.1%$93.21
0

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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