ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 15,298 Value ($000) $3,055 Avg Close — Range —
Q3 2025
Shares 15,458 Value ($000) $3,028 Avg Close — Range —
Q2 2025
Shares 16,035 Value ($000) $2,778 Avg Close — Range —
Q1 2025
Shares 16,261 Value ($000) $2,284 Avg Close — Range —
Q4 2024
Shares 13,754 Value ($000) $2,194 Avg Close — Range —
Q3 2024
Shares 17,428 Value ($000) $2,642 Avg Close — Range —
Q2 2024
Shares 32,244 Value ($000) $4,853 Avg Close — Range —
Q1 2024
Shares 2,827 Value ($000) $382 Avg Close — Range —
Q4 2022
Shares 7,709 Value ($000) $574 Avg Close — Range —
Q3 2015
Shares 566 Value ($000) $56 Avg Close — Range —