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
Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |
| 2024-Q2 | Increased | 41,018 | +12.1% | $3.3M | 0.1% | $79.38 | 30 |