Question 1

How many shares of IWR does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 1.2M shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND).

Question 2

What is Waverly Advisors, LLC's IWR position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's IWR position is worth $131M.

Question 3

Is Waverly Advisors, LLC buying or selling IWR?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their IWR position (+8.1% change in shares).

Question 4

When did Waverly Advisors, LLC first buy IWR?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in IWR in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+8.1%	$131M	0.8%	$110.32	46
2026-Q1	Increased	1.1M	+17.7%	$106.9M	0.8%	$101.75	49
2025-Q4	Increased	933,429	+427.2%	$89.9M	0.7%	$97.26	68
2025-Q3	Increased	177,047	+2.6%	$17.1M	0.2%	$96.09	35
2025-Q2	Increased	172,630	+2.5%	$15.9M	0.2%	$90.83	35
2025-Q1	Increased	168,411	+2.5%	$14.3M	0.2%	$83.76	34
2024-Q4	Increased	164,341	+321.7%	$14.5M	0.2%	$87.25	54
2024-Q3	Decreased	38,972	-5.0%	$3.4M	0.1%	$86.54	0

IWRShowing 8 of 30 quarters

IWR
Showing 8 of 30 quarters