ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 200,563 Value ($000) $94,926 Avg Close Range
Q3 2025
Shares 153,832 Value ($000) $72,057 Avg Close Range
Q2 2025
Shares 155,524 Value ($000) $66,032 Avg Close Range
Q1 2025
Shares 155,711 Value ($000) $56,226 Avg Close Range
Q4 2024
Shares 161,620 Value ($000) $64,903 Avg Close Range
Q3 2024
Shares 153,606 Value ($000) $57,661 Avg Close Range
Q2 2024
Shares 173,098 Value ($000) $63,096 Avg Close Range
Q1 2024
Shares 177,582 Value ($000) $59,854 Avg Close Range
Q4 2023
Shares 173,721 Value ($000) $52,667 Avg Close Range
Q3 2023
Shares 180,284 Value ($000) $47,954 Avg Close Range
Q2 2023
Shares 184,485 Value ($000) $50,767 Avg Close Range
Q1 2023
Shares 189,675 Value ($000) $46,343 Avg Close Range
Q4 2022
Shares 202,791 Value ($000) $43,446 Avg Close Range
Q3 2022
Shares 175,531 Value ($000) $36,932 Avg Close Range
Q2 2022
Shares 31,008 Value ($000) $6,781 Avg Close Range
Q1 2022
Shares 32,682 Value ($000) $9,073 Avg Close Range
Q4 2021
Shares 29,562 Value ($000) $7,944 Avg Close Range
Q3 2021
Shares 29,590 Value ($000) $8,874 Avg Close Range
Q2 2021
Shares 29,750 Value ($000) $8,438 Avg Close Range
Q1 2021
Shares 31,239 Value ($000) $7,905 Avg Close Range
Q4 2020
Shares 36,396 Value ($000) $9,222 Avg Close Range
Q3 2020
Shares 37,516 Value ($000) $7,863 Avg Close Range
Q2 2020
Shares 38,603 Value ($000) $8,203 Avg Close Range
Q1 2020
Shares 48,409 Value ($000) $7,293 Avg Close Range
Q4 2019
Shares 47,547 Value ($000) $8,916 Avg Close Range
Q3 2019
Shares 49,762 Value ($000) $7,944 Avg Close Range
Q2 2019
Shares 50,886 Value ($000) $8,006 Avg Close Range
Q1 2019
Shares 48,248 Value ($000) $7,303 Avg Close Range
Q4 2018
Shares 55,446 Value ($000) $7,258 Avg Close Range
Q3 2018
Shares 6,641 Value ($000) $1,036 Avg Close Range
Q2 2018
Shares 6,390 Value ($000) $919 Avg Close Range
Q1 2018
Shares 6,500 Value ($000) $885 Avg Close Range
Q4 2017
Shares 6,311 Value ($000) $850 Avg Close Range
Q3 2017
Shares 6,283 Value ($000) $786 Avg Close Range
Q2 2017
Shares 3,917 Value ($000) $466 Avg Close Range
Q1 2017
Shares 4,037 Value ($000) $459 Avg Close Range
Q4 2016
Shares 3,222 Value ($000) $338 Avg Close Range
Q3 2016
Shares 3,222 Value ($000) $336 Avg Close Range
Q2 2016
Shares 3,222 Value ($000) $323 Avg Close Range
Q1 2016
Shares 2,750 Value ($000) $274 Avg Close Range
Q4 2015
Shares 2,611 Value ($000) $260 Avg Close Range
Q3 2015
Shares 2,611 Value ($000) $243 Avg Close Range
Q2 2015
Shares 2,611 Value ($000) $259 Avg Close Range
Q1 2015
Shares 2,568 Value ($000) $254 Avg Close Range
Q4 2014
Shares 2,568 Value ($000) $246 Avg Close Range
Q3 2014
Shares 2,568 Value ($000) $235 Avg Close Range
Q4 2013
Shares 1,688 Value ($000) $145 Avg Close Range
Q3 2013
Shares 1,688 Value ($000) $132 Avg Close Range