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IWM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
320,086
+14.4%
$79.4M0.6%$259.24
48
2025-Q4
Increased
279,760
+50.3%
$68.9M0.6%$248.03
58
2025-Q3
Increased
186,095
+2.5%
$45M0.4%$240.81
36
2025-Q2
Increased
181,488
+5.5%
$39.2M0.4%$214.15
37
2025-Q1
Increased
171,937
+3.3%
$34.3M0.4%$198.67
36
2024-Q4
Increased
166,428
+37.7%
$36.8M0.6%$218.23
54
2024-Q3
Increased
120,884
+2.2%
$26.7M0.5%$217.23
35
2024-Q2
Increased
118,262
+0.2%
$24M0.5%$199.36
34

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

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