ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 28,960 Value ($000) $2,719 Avg Close — Range —
Q3 2025
Shares 34,912 Value ($000) $3,389 Avg Close — Range —
Q2 2025
Shares 26,805 Value ($000) $2,540 Avg Close — Range —
Q1 2025
Shares 14,069 Value ($000) $1,347 Avg Close — Range —
Q4 2024
Shares 6,899 Value ($000) $642 Avg Close — Range —
Q3 2015
Shares 568 Value ($000) $40 Avg Close — Range —
Q2 2015
Shares 568 Value ($000) $40 Avg Close — Range —
Q1 2015
Shares 568 Value ($000) $45 Avg Close — Range —
Q4 2014
Shares 568 Value ($000) $44 Avg Close — Range —
Q3 2014
Shares 250 Value ($000) $17 Avg Close — Range —
Q2 2014
Shares 250 Value ($000) $18 Avg Close — Range —
Q1 2014
Shares 250 Value ($000) $17 Avg Close — Range —
Q4 2013
Shares 250 Value ($000) $16 Avg Close — Range —
Q3 2013
Shares 250 Value ($000) $16 Avg Close — Range —