ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,880 Value ($000) $2,806 Avg Close — Range —
Q3 2025
Shares 19,181 Value ($000) $2,726 Avg Close — Range —
Q2 2025
Shares 19,320 Value ($000) $2,566 Avg Close — Range —
Q1 2025
Shares 19,528 Value ($000) $2,622 Avg Close — Range —
Q4 2024
Shares 19,655 Value ($000) $2,581 Avg Close — Range —
Q3 2024
Shares 17,203 Value ($000) $2,324 Avg Close — Range —
Q2 2024
Shares 13,039 Value ($000) $1,577 Avg Close — Range —
Q1 2024
Shares 10,956 Value ($000) $1,350 Avg Close — Range —
Q4 2023
Shares 1,748 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 5,645 Value ($000) $640 Avg Close — Range —
Q1 2023
Shares 5,912 Value ($000) $693 Avg Close — Range —
Q4 2022
Shares 32,115 Value ($000) $3,873 Avg Close — Range —
Q3 2022
Shares 31,089 Value ($000) $3,333 Avg Close — Range —
Q2 2022
Shares 33,196 Value ($000) $3,906 Avg Close — Range —
Q4 2017
Shares 391 Value ($000) $39 Avg Close — Range —