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IWF
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Position history for Waverly Advisors, LLC's holdings in iShares Trust RUS 1000 GRW ETF

Waverly Advisors, LLC holds 203,381 shares of IWF (iShares Trust RUS 1000 GRW ETF), worth $86.7M as of 2026-Q1. The position was increased (+1.4% shares). IWF represents 0.6% of Waverly Advisors, LLC's portfolio.

Current Value

$86.7M

Current Shares

203,381

Total Value Change

+$23.6M

Total Shares Change

+30,283

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
203,381
+1.4%
$86.7M0.6%$448.66
43
2025-Q4
Increased
200,563
+30.4%
$94.9M0.8%$476.95
53
2025-Q3
Decreased
153,832
-1.1%
$72.1M0.7%$466.09
0
2025-Q2
Decreased
155,524
-0.1%
$66M0.7%$420.88
0
2025-Q1
Decreased
155,711
-3.7%
$56.2M0.7%$359.49
0
2024-Q4
Increased
161,620
+5.2%
$64.9M1.0%$403.59
49
2024-Q3
Decreased
153,606
-11.3%
$57.7M1.1%$371.77
0
2024-Q2
Decreased
173,098
-2.5%
$63.1M1.2%$362.15
0

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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