ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 8,933 Value ($000) $1,500 Avg Close — Range —
Q3 2025
Shares 8,756 Value ($000) $1,441 Avg Close — Range —
Q2 2025
Shares 8,834 Value ($000) $1,329 Avg Close — Range —
Q1 2025
Shares 8,623 Value ($000) $1,096 Avg Close — Range —
Q4 2024
Shares 8,252 Value ($000) $1,150 Avg Close — Range —
Q3 2024
Shares 1,593 Value ($000) $210 Avg Close — Range —