ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 176,065 Value ($000) $24,110 Avg Close Range
Q3 2025
Shares 165,109 Value ($000) $23,513 Avg Close Range
Q2 2025
Shares 155,749 Value ($000) $21,599 Avg Close Range
Q1 2025
Shares 146,038 Value ($000) $17,158 Avg Close Range
Q4 2024
Shares 147,955 Value ($000) $18,753 Avg Close Range
Q3 2024
Shares 80,057 Value ($000) $9,390 Avg Close Range
Q2 2024
Shares 85,597 Value ($000) $9,446 Avg Close Range
Q1 2024
Shares 86,120 Value ($000) $9,830 Avg Close Range
Q4 2023
Shares 85,466 Value ($000) $8,928 Avg Close Range
Q3 2023
Shares 86,215 Value ($000) $7,876 Avg Close Range
Q2 2023
Shares 96,666 Value ($000) $9,341 Avg Close Range
Q1 2023
Shares 97,097 Value ($000) $8,841 Avg Close Range
Q4 2022
Shares 112,997 Value ($000) $9,447 Avg Close Range
Q3 2022
Shares 29,934 Value ($000) $2,348 Avg Close Range
Q2 2022
Shares 9,871 Value ($000) $782 Avg Close Range
Q1 2022
Shares 7,158 Value ($000) $719 Avg Close Range
Q4 2021
Shares 7,103 Value ($000) $708 Avg Close Range
Q3 2021
Shares 7,103 Value ($000) $859 Avg Close Range
Q2 2021
Shares 7,103 Value ($000) $816 Avg Close Range
Q1 2021
Shares 7,303 Value ($000) $759 Avg Close Range
Q4 2020
Shares 8,650 Value ($000) $960 Avg Close Range
Q3 2020
Shares 4,427 Value ($000) $766 Avg Close Range
Q2 2020
Shares 4,427 Value ($000) $759 Avg Close Range
Q1 2020
Shares 4,596 Value ($000) $559 Avg Close Range
Q4 2019
Shares 13,662 Value ($000) $2,169 Avg Close Range
Q3 2019
Shares 14,612 Value ($000) $2,065 Avg Close Range
Q2 2019
Shares 14,612 Value ($000) $2,084 Avg Close Range
Q1 2019
Shares 14,904 Value ($000) $2,022 Avg Close Range
Q4 2018
Shares 16,032 Value ($000) $1,823 Avg Close Range
Q3 2015
Shares 50 Value ($000) $4 Avg Close Range
Q4 2013
Shares 320 Value ($000) $27 Avg Close Range
Q3 2013
Shares 320 Value ($000) $25 Avg Close Range