ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

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

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

Q4 2025
Shares 403,624 Value ($000) $42,659 Avg Close — Range —
Q3 2025
Shares 358,793 Value ($000) $41,265 Avg Close — Range —
Q2 2025
Shares 266,721 Value ($000) $29,206 Avg Close — Range —
Q1 2025
Shares 99,292 Value ($000) $8,836 Avg Close — Range —
Q4 2024
Shares 6,182 Value ($000) $619 Avg Close — Range —
Q1 2024
Shares 725 Value ($000) $62 Avg Close — Range —