Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 320,086 shares of IWM (ISHARES TR), worth $79.4M as of 2026-Q1. The position was increased (+14.4% shares). IWM represents 0.6% of Waverly Advisors, LLC's portfolio.
Current Value
$79.4M
Current Shares
320,086
Total Value Change
+$55.4M
Total Shares Change
+201,824
Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 320,086 |
+14.4% |
| $79.4M |
| 0.6% |
| $259.24 |
48 |
| 2025-Q4 | Increased | 279,760 | +50.3% | $68.9M | 0.6% | $248.03 | 58 |
| 2025-Q3 | Increased | 186,095 | +2.5% | $45M | 0.4% | $240.81 | 36 |
| 2025-Q2 | Increased | 181,488 | +5.5% | $39.2M | 0.4% | $214.15 | 37 |
| 2025-Q1 | Increased | 171,937 | +3.3% | $34.3M | 0.4% | $198.67 | 36 |
| 2024-Q4 | Increased | 166,428 | +37.7% | $36.8M | 0.6% | $218.23 | 54 |
| 2024-Q3 | Increased | 120,884 | +2.2% | $26.7M | 0.5% | $217.23 | 35 |
| 2024-Q2 | Increased | 118,262 | +0.2% | $24M | 0.5% | $199.36 | 34 |