ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 13,581 Value ($000) $1,393 Avg Close — Range —
Q3 2025
Shares 13,335 Value ($000) $1,333 Avg Close — Range —
Q2 2025
Shares 13,250 Value ($000) $1,254 Avg Close — Range —
Q1 2025
Shares 13,132 Value ($000) $1,212 Avg Close — Range —
Q4 2024
Shares 12,709 Value ($000) $1,177 Avg Close — Range —
Q3 2024
Shares 12,718 Value ($000) $1,214 Avg Close — Range —
Q2 2024
Shares 12,622 Value ($000) $1,112 Avg Close — Range —
Q1 2024
Shares 12,641 Value ($000) $1,143 Avg Close — Range —
Q4 2023
Shares 11,563 Value ($000) $975 Avg Close — Range —
Q3 2023
Shares 11,563 Value ($000) $863 Avg Close — Range —
Q2 2023
Shares 11,563 Value ($000) $905 Avg Close — Range —
Q1 2023
Shares 11,563 Value ($000) $853 Avg Close — Range —
Q4 2022
Shares 11,748 Value ($000) $830 Avg Close — Range —
Q3 2022
Shares 12,094 Value ($000) $757 Avg Close — Range —
Q2 2022
Shares 108,418 Value ($000) $7,251 Avg Close — Range —