Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 200,563 shares of IWF (ISHARES TR), worth $94.9M as of 2025-Q4. The position was increased (++30.4% shares). IWF represents 0.8% of Waverly Advisors, LLC's portfolio.
Current Value
$94.9M
Current Shares
200,563
Total Value Change
+$31.8M
Total Shares Change
+27,465
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 200,563 |
+30.4% |
| $94.9M |
| 0.8% |
| $476.95 |
53 |
| 2025-Q3 | Decreased | 153,832 | -1.1% | $72.1M | 0.7% | $466.09 | 0 |
| 2025-Q2 | Decreased | 155,524 | -0.1% | $66M | 0.7% | $420.88 | 0 |
| 2025-Q1 | Decreased | 155,711 | -3.7% | $56.2M | 0.7% | $359.49 | 0 |
| 2024-Q4 | Increased | 161,620 | +5.2% | $64.9M | 1.0% | $403.59 | 49 |
| 2024-Q3 | Decreased | 153,606 | -11.3% | $57.7M | 1.1% | $371.77 | 0 |
| 2024-Q2 | Decreased | 173,098 | -2.5% | $63.1M | 1.2% | $362.15 | 0 |