ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 39,706 Value ($000) $5,225 Avg Close Range
Q3 2025
Shares 39,707 Value ($000) $5,151 Avg Close Range
Q2 2025
Shares 39,809 Value ($000) $4,920 Avg Close Range
Q1 2025
Shares 40,193 Value ($000) $4,812 Avg Close Range
Q4 2024
Shares 37,820 Value ($000) $4,726 Avg Close Range
Q3 2024
Shares 11,430 Value ($000) $1,413 Avg Close Range
Q2 2024
Shares 11,521 Value ($000) $1,307 Avg Close Range
Q1 2024
Shares 11,521 Value ($000) $1,363 Avg Close Range
Q4 2023
Shares 10,825 Value ($000) $1,234 Avg Close Range
Q3 2023
Shares 10,825 Value ($000) $1,093 Avg Close Range
Q2 2023
Shares 10,505 Value ($000) $1,125 Avg Close Range
Q1 2023
Shares 10,728 Value ($000) $1,103 Avg Close Range
Q4 2022
Shares 10,784 Value ($000) $1,087 Avg Close Range
Q3 2022
Shares 10,849 Value ($000) $976 Avg Close Range
Q2 2022
Shares 10,849 Value ($000) $1,024 Avg Close Range
Q1 2022
Shares 11,959 Value ($000) $1,311 Avg Close Range
Q4 2021
Shares 12,050 Value ($000) $1,287 Avg Close Range
Q3 2021
Shares 12,348 Value ($000) $1,391 Avg Close Range
Q2 2021
Shares 12,348 Value ($000) $1,325 Avg Close Range
Q1 2021
Shares 12,143 Value ($000) $1,299 Avg Close Range
Q4 2020
Shares 12,571 Value ($000) $1,191 Avg Close Range
Q3 2020
Shares 12,628 Value ($000) $881 Avg Close Range
Q2 2020
Shares 6,391 Value ($000) $925 Avg Close Range
Q1 2020
Shares 6,528 Value ($000) $716 Avg Close Range
Q4 2019
Shares 6,940 Value ($000) $1,174 Avg Close Range
Q3 2019
Shares 7,676 Value ($000) $1,227 Avg Close Range
Q2 2019
Shares 8,408 Value ($000) $1,341 Avg Close Range
Q1 2019
Shares 8,317 Value ($000) $1,306 Avg Close Range
Q4 2018
Shares 8,380 Value ($000) $1,159 Avg Close Range
Q3 2018
Shares 9,251 Value ($000) $1,548 Avg Close Range
Q2 2018
Shares 9,470 Value ($000) $1,534 Avg Close Range
Q1 2018
Shares 9,555 Value ($000) $1,476 Avg Close Range
Q4 2017
Shares 10,260 Value ($000) $1,643 Avg Close Range
Q3 2017
Shares 10,360 Value ($000) $1,582 Avg Close Range
Q2 2017
Shares 10,360 Value ($000) $1,539 Avg Close Range
Q1 2017
Shares 10,360 Value ($000) $1,538 Avg Close Range
Q4 2016
Shares 10,360 Value ($000) $1,504 Avg Close Range
Q3 2016
Shares 10,766 Value ($000) $1,432 Avg Close Range
Q2 2016
Shares 10,917 Value ($000) $1,398 Avg Close Range
Q1 2016
Shares 12,731 Value ($000) $1,579 Avg Close Range
Q4 2015
Shares 12,820 Value ($000) $1,502 Avg Close Range
Q3 2015
Shares 12,916 Value ($000) $1,490 Avg Close Range
Q2 2015
Shares 12,772 Value ($000) $1,647 Avg Close Range
Q1 2015
Shares 14,564 Value ($000) $1,907 Avg Close Range
Q4 2014
Shares 16,386 Value ($000) $2,095 Avg Close Range
Q3 2014
Shares 16,435 Value ($000) $1,977 Avg Close Range
Q2 2014
Shares 17,455 Value ($000) $2,215 Avg Close Range
Q1 2014
Shares 17,478 Value ($000) $2,105 Avg Close Range
Q4 2013
Shares 17,979 Value ($000) $2,090 Avg Close Range
Q3 2013
Shares 18,641 Value ($000) $2,014 Avg Close Range
Q2 2013
Shares 18,465 Value ($000) $1,870 Avg Close Range