ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

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

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

Q4 2025
Shares 37,073 Value ($000) $3,893 Avg Close — Range —
Q3 2025
Shares 39,155 Value ($000) $4,041 Avg Close — Range —
Q2 2025
Shares 39,287 Value ($000) $3,628 Avg Close — Range —
Q1 2025
Shares 39,336 Value ($000) $2,979 Avg Close — Range —
Q4 2024
Shares 45,486 Value ($000) $3,855 Avg Close — Range —
Q3 2024
Shares 43,878 Value ($000) $3,621 Avg Close — Range —
Q2 2024
Shares 43,878 Value ($000) $3,634 Avg Close — Range —
Q1 2024
Shares 44,227 Value ($000) $3,309 Avg Close — Range —
Q4 2023
Shares 44,633 Value ($000) $3,043 Avg Close — Range —
Q3 2023
Shares 44,529 Value ($000) $2,576 Avg Close — Range —
Q2 2023
Shares 14,275 Value ($000) $888 Avg Close — Range —
Q1 2023
Shares 13,650 Value ($000) $742 Avg Close — Range —
Q4 2022
Shares 15,602 Value ($000) $699 Avg Close — Range —
Q3 2022
Shares 42,802 Value ($000) $1,805 Avg Close — Range —
Q2 2022
Shares 46,507 Value ($000) $2,125 Avg Close — Range —