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IWVIWV
30 quarters

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

Yes. Waverly Advisors holds 146,205 shares of IWV, worth $62.3M, as of its Q2 2026 13F filing. It reduced the position by 3,639 shares (-2.4%) from Q1 2026. Waverly Advisors has held IWV in every 13F on record since Q1 2019, 30 quarterly filings. IWV is 0.4% of Waverly Advisors' reported 13F portfolio.

Current Value

$62.3M

Current Shares

146,205

Total Value Change

+$48.9M

Total Shares Change

+65,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
146,205
-2.4%
$62.3M0.4%$425.42
0
2026-Q1
Decreased
149,844
-1.5%
$55.5M0.4%$368.98
0
2025-Q4
Decreased
152,147
-0.8%
$58.9M0.5%$384.32
0
2025-Q3
Decreased
153,402
-1.5%
$58.1M0.6%$375.41
0
2025-Q2
Decreased
155,754
-0.3%
$54.7M0.6%$346.86
0
2025-Q1
Increased
156,190
+2.6%
$49.6M0.6%$313.07
42
2024-Q4
Increased
152,237
+6.8%
$50.9M0.8%$328.60
44
2024-Q3
Decreased
142,512
-24.4%
$46.6M0.9%$320.27
0
2024-Q2
Decreased
188,450
-0.6%
$58.2M1.1%$301.57
0
2024-Q1
Increased
189,493
+103.3%
$56.9M1.3%$292.43
75
2023-Q4
Decreased
93,202
-2.0%
$25.5M1.0%$266.09
0
2023-Q3
Decreased
95,114
-0.8%
$23.3M1.0%$237.29
0
2023-Q2
Decreased
95,916
-5.9%
$24.4M1.1%$245.41
0
2023-Q1
Decreased
101,895
-1.1%
$24M1.3%$226.42
0
2022-Q4
Increased
103,064
+396.8%
$22.7M1.3%$211.48
73
2022-Q3
Increased
20,745
+15.7%
$4.3M0.3%$197.48
37
2022-Q2
Decreased
17,929
-6.9%
$3.9M0.4%$206.41
0
2022-Q1
Decreased
19,257
-13.7%
$5.1M0.4%$248.45
0
2021-Q4
Increased
22,302
+23.6%
$5.7M0.5%$262.00
39
2021-Q3
Increased
18,038
+0.0%
$5M0.4%$239.90
32
2021-Q2
Decreased
18,030
-9.7%
$4.8M0.4%$240.13
0
2021-Q1
Decreased
19,969
-10.2%
$4.9M0.5%$222.13
0
2020-Q4
Decreased
22,239
-1.9%
$5.3M0.6%$208.70
0
2020-Q3
Decreased
22,660
-4.7%
$4.3M0.6%$182.02
0
2020-Q2
Decreased
23,788
-11.5%
$4.7M0.6%$166.80
0
2020-Q1
Decreased
26,872
-58.8%
$4M0.7%$136.94
0
2019-Q4
Decreased
65,181
-17.3%
$12.7M1.7%$173.13
0
2019-Q3
Decreased
78,801
-0.2%
$13.7M2.0%$158.85
0
2019-Q2
Decreased
78,963
-2.1%
$13.6M2.0%$156.87
0
2019-Q1
First report
80,681
-
$13.5M2.1%$150.90
0

Other major holders of IWV: GOLDMAN SACHS GROUP INC, SCS Capital Management LLC

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