ISHARES TR

Ticker: IYT CUSIP: 464287192 Class: US TRSPRTION

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

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

Q4 2025
Shares 6,146 Value ($000) $458 Avg Close — Range —
Q3 2025
Shares 6,425 Value ($000) $461 Avg Close — Range —
Q2 2025
Shares 6,644 Value ($000) $455 Avg Close — Range —
Q1 2025
Shares 6,843 Value ($000) $438 Avg Close — Range —
Q4 2024
Shares 7,641 Value ($000) $516 Avg Close — Range —
Q3 2024
Shares 8,208 Value ($000) $566 Avg Close — Range —
Q2 2024
Shares 8,388 Value ($000) $549 Avg Close — Range —
Q1 2024
Shares 8,838 Value ($000) $622 Avg Close — Range —
Q4 2014
Shares 174 Value ($000) $29 Avg Close — Range —
Q3 2014
Shares 174 Value ($000) $26 Avg Close — Range —
Q2 2014
Shares 98 Value ($000) $14 Avg Close — Range —