ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 152,147 Value ($000) $58,858 Avg Close — Range —
Q3 2025
Shares 153,402 Value ($000) $58,130 Avg Close — Range —
Q2 2025
Shares 155,754 Value ($000) $54,670 Avg Close — Range —
Q1 2025
Shares 156,190 Value ($000) $49,612 Avg Close — Range —
Q4 2024
Shares 152,237 Value ($000) $50,885 Avg Close — Range —
Q3 2024
Shares 142,512 Value ($000) $46,563 Avg Close — Range —
Q2 2024
Shares 188,450 Value ($000) $58,169 Avg Close — Range —
Q1 2024
Shares 189,493 Value ($000) $56,863 Avg Close — Range —
Q4 2023
Shares 93,202 Value ($000) $25,513 Avg Close — Range —
Q3 2023
Shares 95,114 Value ($000) $23,309 Avg Close — Range —
Q2 2023
Shares 95,916 Value ($000) $24,409 Avg Close — Range —
Q1 2023
Shares 101,895 Value ($000) $23,987 Avg Close — Range —
Q4 2022
Shares 103,064 Value ($000) $22,744 Avg Close — Range —
Q3 2022
Shares 20,745 Value ($000) $4,295 Avg Close — Range —
Q2 2022
Shares 17,929 Value ($000) $3,898 Avg Close — Range —
Q1 2022
Shares 19,257 Value ($000) $5,052 Avg Close — Range —
Q4 2021
Shares 22,302 Value ($000) $5,722 Avg Close — Range —
Q3 2021
Shares 18,038 Value ($000) $4,967 Avg Close — Range —
Q2 2021
Shares 18,030 Value ($000) $4,764 Avg Close — Range —
Q1 2021
Shares 19,969 Value ($000) $4,937 Avg Close — Range —
Q4 2020
Shares 22,239 Value ($000) $5,263 Avg Close — Range —
Q3 2020
Shares 22,660 Value ($000) $4,349 Avg Close — Range —
Q2 2020
Shares 23,788 Value ($000) $4,681 Avg Close — Range —
Q1 2020
Shares 26,872 Value ($000) $3,986 Avg Close — Range —
Q4 2019
Shares 65,181 Value ($000) $12,730 Avg Close — Range —
Q3 2019
Shares 78,801 Value ($000) $13,693 Avg Close — Range —
Q2 2019
Shares 78,963 Value ($000) $13,610 Avg Close — Range —
Q1 2019
Shares 80,681 Value ($000) $13,450 Avg Close — Range —
Q4 2018
Shares 82,498 Value ($000) $12,121 Avg Close — Range —