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IWSIWS
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Position history for WAWaverly Advisors, LLC's holdings in ISHARES TR

Waverly Advisors, LLC holds 107,050 shares of IWS (ISHARES TR), worth $17.6M as of 2026-Q2. The position was decreased (-0.9% shares). IWS represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$17.6M

Current Shares

107,050

Total Value Change

+$3.7M

Total Shares Change

+1,517

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
107,050
-0.9%
$17.6M0.1%$164.01
0
2026-Q1
Increased
108,057
+0.4%
$15.7M0.1%$144.77
34
2025-Q4
Increased
107,597
+1.6%
$15.2M0.1%$139.68
34
2025-Q3
Decreased
105,880
-1.4%
$14.8M0.1%$137.68
0
2025-Q2
Decreased
107,436
-1.9%
$14.2M0.2%$129.73
0
2025-Q1
Decreased
109,504
-1.0%
$13.8M0.2%$123.20
0
2024-Q4
Increased
110,631
+4.8%
$14.3M0.2%$126.05
35
2024-Q3
Decreased
105,533
-0.0%
$14M0.3%$128.33
0

Other major holders of IWS: TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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