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IWR
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Position history for Waverly Advisors, LLC's holdings in ISHARES TR

Waverly Advisors, LLC holds 1.1M shares of IWR (ISHARES TR), worth $106.9M as of 2026-Q1. The position was increased (+17.7% shares). IWR represents 0.8% of Waverly Advisors, LLC's portfolio.

Current Value

$106.9M

Current Shares

1.1M

Total Value Change

+$103.5M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+17.7%
$106.9M0.8%$101.75
49
2025-Q4
Increased
933,429
+427.2%
$89.9M0.7%$97.26
68
2025-Q3
Increased
177,047
+2.6%
$17.1M0.2%$96.09
35
2025-Q2
Increased
172,630
+2.5%
$15.9M0.2%$90.83
35
2025-Q1
Increased
168,411
+2.5%
$14.3M0.2%$83.76
34
2024-Q4
Increased
164,341
+321.7%
$14.5M0.2%$87.25
54
2024-Q3
Decreased
38,972
-5.0%
$3.4M0.1%$86.54
0
2024-Q2
Increased
41,018
+12.1%
$3.3M0.1%$79.38
30

Other major holders of IWR: JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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