Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 152,147 shares of IWV (ISHARES TR), worth $58.9M as of 2025-Q4. The position was decreased (-0.8% shares). IWV represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$58.9M
Current Shares
152,147
Total Value Change
+$689,143
Total Shares Change
-36,303
Other major holders of IWV: Kestra Advisory Services, LLC, SCS Capital Management LLC
Decreased |
| 152,147 |
-0.8% |
| $58.9M |
| 0.5% |
| $389.73 |
0 |
| 2025-Q3 | Decreased | 153,402 | -1.5% | $58.1M | 0.6% | $376.62 | 0 |
| 2025-Q2 | Decreased | 155,754 | -0.3% | $54.7M | 0.6% | $347.37 | 0 |
| 2025-Q1 | Increased | 156,190 | +2.6% | $49.6M | 0.6% | $313.50 | 42 |
| 2024-Q4 | Increased | 152,237 | +6.8% | $50.9M | 0.8% | $332.13 | 44 |
| 2024-Q3 | Decreased | 142,512 | -24.4% | $46.6M | 0.9% | $321.26 | 0 |
| 2024-Q2 | Decreased | 188,450 | -0.6% | $58.2M | 1.1% | $303.55 | 0 |