ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 81,340 Value ($000) $6,306 Avg Close Range
Q3 2025
Shares 108,948 Value ($000) $8,359 Avg Close Range
Q2 2025
Shares 110,612 Value ($000) $8,039 Avg Close Range
Q1 2025
Shares 114,861 Value ($000) $7,297 Avg Close Range
Q4 2024
Shares 121,150 Value ($000) $7,360 Avg Close Range
Q3 2024
Shares 140,577 Value ($000) $9,517 Avg Close Range
Q2 2024
Shares 148,758 Value ($000) $9,169 Avg Close Range
Q1 2024
Shares 156,251 Value ($000) $9,895 Avg Close Range
Q4 2023
Shares 170,836 Value ($000) $10,575 Avg Close Range
Q3 2023
Shares 177,618 Value ($000) $10,030 Avg Close Range
Q2 2023
Shares 172,076 Value ($000) $10,149 Avg Close Range
Q1 2023
Shares 174,954 Value ($000) $10,411 Avg Close Range
Q4 2022
Shares 171,041 Value ($000) $9,660 Avg Close Range
Q3 2022
Shares 162,856 Value ($000) $7,944 Avg Close Range
Q2 2022
Shares 165,042 Value ($000) $9,010 Avg Close Range
Q1 2022
Shares 153,493 Value ($000) $10,183 Avg Close Range
Q4 2021
Shares 151,790 Value ($000) $10,367 Avg Close Range
Q3 2021
Shares 138,027 Value ($000) $10,504 Avg Close Range
Q2 2021
Shares 134,589 Value ($000) $10,336 Avg Close Range
Q1 2021
Shares 127,230 Value ($000) $9,582 Avg Close Range
Q4 2020
Shares 122,475 Value ($000) $8,821 Avg Close Range
Q3 2020
Shares 119,965 Value ($000) $6,832 Avg Close Range
Q2 2020
Shares 120,958 Value ($000) $7,033 Avg Close Range
Q1 2020
Shares 139,147 Value ($000) $6,238 Avg Close Range
Q4 2019
Shares 149,027 Value ($000) $9,155 Avg Close Range
Q3 2019
Shares 144,091 Value ($000) $8,246 Avg Close Range
Q2 2019
Shares 141,728 Value ($000) $8,135 Avg Close Range
Q1 2019
Shares 142,462 Value ($000) $8,183 Avg Close Range
Q4 2018
Shares 145,701 Value ($000) $7,550 Avg Close Range
Q3 2018
Shares 41,265 Value ($000) $2,570 Avg Close Range
Q2 2018
Shares 37,753 Value ($000) $2,369 Avg Close Range
Q1 2018
Shares 36,578 Value ($000) $2,385 Avg Close Range
Q4 2017
Shares 37,322 Value ($000) $2,407 Avg Close Range
Q3 2017
Shares 37,427 Value ($000) $2,320 Avg Close Range
Q2 2017
Shares 36,461 Value ($000) $2,109 Avg Close Range
Q1 2017
Shares 33,739 Value ($000) $1,827 Avg Close Range
Q4 2016
Shares 30,737 Value ($000) $1,532 Avg Close Range
Q3 2016
Shares 26,870 Value ($000) $1,408 Avg Close Range
Q2 2016
Shares 23,835 Value ($000) $1,150 Avg Close Range
Q1 2016
Shares 19,528 Value ($000) $972 Avg Close Range
Q4 2015
Shares 13,895 Value ($000) $694 Avg Close Range
Q3 2015
Shares 12,321 Value ($000) $589 Avg Close Range
Q2 2015
Shares 5,927 Value ($000) $302 Avg Close Range