ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 147,355 Value ($000) $14,276 Avg Close — Range —
Q3 2025
Shares 142,158 Value ($000) $13,632 Avg Close — Range —
Q2 2025
Shares 143,454 Value ($000) $13,051 Avg Close — Range —
Q1 2025
Shares 144,763 Value ($000) $12,056 Avg Close — Range —
Q4 2024
Shares 142,155 Value ($000) $12,926 Avg Close — Range —
Q3 2024
Shares 97,314 Value ($000) $8,946 Avg Close — Range —
Q2 2024
Shares 90,997 Value ($000) $8,018 Avg Close — Range —
Q1 2024
Shares 16,862 Value ($000) $1,539 Avg Close — Range —
Q3 2015
Shares 182 Value ($000) $29 Avg Close — Range —
Q1 2014
Shares 23 Value ($000) $4 Avg Close — Range —
Q4 2013
Shares 29 Value ($000) $4 Avg Close — Range —
Q3 2013
Shares 29 Value ($000) $4 Avg Close — Range —