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

Waverly Advisors, LLC holds 74,463 shares of SCZ (ISHARES TR), worth $6.1M as of 2026-Q2. The position was decreased (-4.1% shares). SCZ represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$6.1M

Current Shares

74,463

Total Value Change

-$3.4M

Total Shares Change

-66,114

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
74,463
-4.1%
$6.1M0.0%$82.27
0
2026-Q1
Decreased
77,682
-4.5%
$6.1M0.0%$81.69
0
2025-Q4
Decreased
81,340
-25.3%
$6.3M0.1%$77.88
0
2025-Q3
Decreased
108,948
-1.5%
$8.4M0.1%$75.04
0
2025-Q2
Decreased
110,612
-3.7%
$8M0.1%$71.01
0
2025-Q1
Decreased
114,861
-5.2%
$7.3M0.1%$62.14
0
2024-Q4
Decreased
121,150
-13.8%
$7.4M0.1%$58.80
0
2024-Q3
Decreased
140,577
-5.5%
$9.5M0.2%$64.12
0

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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