ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 40,158 Value ($000) $12,971 Avg Close Range
Q3 2025
Shares 38,187 Value ($000) $12,221 Avg Close Range
Q2 2025
Shares 37,944 Value ($000) $10,847 Avg Close Range
Q1 2025
Shares 41,599 Value ($000) $10,630 Avg Close Range
Q4 2024
Shares 26,673 Value ($000) $7,677 Avg Close Range
Q3 2024
Shares 12,495 Value ($000) $3,549 Avg Close Range
Q2 2024
Shares 12,936 Value ($000) $3,396 Avg Close Range
Q1 2024
Shares 13,181 Value ($000) $3,569 Avg Close Range
Q4 2023
Shares 4,813 Value ($000) $1,214 Avg Close Range
Q3 2023
Shares 5,197 Value ($000) $1,165 Avg Close Range
Q2 2023
Shares 5,222 Value ($000) $1,267 Avg Close Range
Q1 2023
Shares 5,054 Value ($000) $1,146 Avg Close Range
Q4 2022
Shares 6,369 Value ($000) $1,366 Avg Close Range
Q3 2022
Shares 4,947 Value ($000) $1,022 Avg Close Range
Q2 2022
Shares 1,364 Value ($000) $281 Avg Close Range
Q1 2020
Shares 1,420 Value ($000) $225 Avg Close Range
Q3 2015
Shares 752 Value ($000) $101 Avg Close Range
Q2 2015
Shares 612 Value ($000) $95 Avg Close Range
Q1 2015
Shares 644 Value ($000) $98 Avg Close Range
Q4 2014
Shares 643 Value ($000) $92 Avg Close Range
Q3 2014
Shares 636 Value ($000) $83 Avg Close Range
Q2 2014
Shares 551 Value ($000) $76 Avg Close Range
Q1 2014
Shares 568 Value ($000) $77 Avg Close Range
Q4 2013
Shares 936 Value ($000) $127 Avg Close Range
Q3 2013
Shares 775 Value ($000) $98 Avg Close Range