ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 7,177 Value ($000) $1,013 Avg Close — Range —
Q3 2025
Shares 7,208 Value ($000) $1,020 Avg Close — Range —
Q2 2025
Shares 8,290 Value ($000) $1,103 Avg Close — Range —
Q1 2025
Shares 8,675 Value ($000) $1,080 Avg Close — Range —
Q4 2024
Shares 6,446 Value ($000) $873 Avg Close — Range —
Q3 2024
Shares 3,325 Value ($000) $464 Avg Close — Range —
Q2 2024
Shares 3,324 Value ($000) $427 Avg Close — Range —
Q1 2024
Shares 3,864 Value ($000) $505 Avg Close — Range —
Q4 2017
Shares 268 Value ($000) $46 Avg Close — Range —