ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 882,128 Value ($000) $58,220 Avg Close — Range —
Q3 2025
Shares 901,358 Value ($000) $58,823 Avg Close — Range —
Q2 2025
Shares 894,894 Value ($000) $55,501 Avg Close — Range —
Q1 2025
Shares 902,562 Value ($000) $52,664 Avg Close — Range —
Q4 2024
Shares 768,953 Value ($000) $47,913 Avg Close — Range —
Q3 2024
Shares 673,520 Value ($000) $41,974 Avg Close — Range —
Q2 2024
Shares 658,919 Value ($000) $38,560 Avg Close — Range —
Q1 2024
Shares 479,968 Value ($000) $29,153 Avg Close — Range —
Q4 2023
Shares 7,640 Value ($000) $2,117 Avg Close — Range —
Q3 2023
Shares 7,323 Value ($000) $1,826 Avg Close — Range —
Q2 2023
Shares 8,552 Value ($000) $2,236 Avg Close — Range —
Q1 2023
Shares 7,485 Value ($000) $1,873 Avg Close — Range —
Q4 2022
Shares 7,085 Value ($000) $1,714 Avg Close — Range —
Q3 2022
Shares 7,767 Value ($000) $1,703 Avg Close — Range —
Q2 2022
Shares 7,995 Value ($000) $1,809 Avg Close — Range —
Q3 2018
Shares 7,661 Value ($000) $1,542 Avg Close — Range —
Q2 2018
Shares 7,585 Value ($000) $1,477 Avg Close — Range —
Q1 2018
Shares 6,685 Value ($000) $1,254 Avg Close — Range —
Q4 2017
Shares 6,485 Value ($000) $1,231 Avg Close — Range —
Q3 2017
Shares 6,514 Value ($000) $1,165 Avg Close — Range —
Q3 2013
Shares 493 Value ($000) $61 Avg Close — Range —