ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 107,554 Value ($000) $12,926 Avg Close — Range —
Q3 2025
Shares 108,351 Value ($000) $12,875 Avg Close — Range —
Q2 2025
Shares 108,839 Value ($000) $11,895 Avg Close — Range —
Q1 2025
Shares 111,890 Value ($000) $11,700 Avg Close — Range —
Q4 2024
Shares 70,172 Value ($000) $8,085 Avg Close — Range —
Q3 2024
Shares 37,899 Value ($000) $4,433 Avg Close — Range —
Q2 2024
Shares 37,832 Value ($000) $4,035 Avg Close — Range —
Q1 2024
Shares 37,370 Value ($000) $4,130 Avg Close — Range —
Q4 2023
Shares 31,305 Value ($000) $3,389 Avg Close — Range —
Q3 2023
Shares 32,795 Value ($000) $3,094 Avg Close — Range —
Q2 2023
Shares 24,513 Value ($000) $2,443 Avg Close — Range —
Q1 2023
Shares 18,409 Value ($000) $1,780 Avg Close — Range —
Q4 2022
Shares 18,312 Value ($000) $1,733 Avg Close — Range —
Q3 2022
Shares 19,172 Value ($000) $1,672 Avg Close — Range —
Q2 2022
Shares 19,023 Value ($000) $1,758 Avg Close — Range —
Q3 2018
Shares 22,535 Value ($000) $1,966 Avg Close — Range —
Q2 2018
Shares 22,535 Value ($000) $1,881 Avg Close — Range —
Q1 2018
Shares 22,535 Value ($000) $1,735 Avg Close — Range —
Q4 2017
Shares 22,535 Value ($000) $1,731 Avg Close — Range —
Q3 2017
Shares 22,535 Value ($000) $1,673 Avg Close — Range —
Q2 2017
Shares 7,748 Value ($000) $543 Avg Close — Range —
Q1 2014
Shares 144 Value ($000) $16 Avg Close — Range —