ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 69,127 Value ($000) $2,727 Avg Close Range
Q3 2025
Shares 70,703 Value ($000) $2,584 Avg Close Range
Q2 2025
Shares 71,400 Value ($000) $2,464 Avg Close Range
Q1 2025
Shares 72,866 Value ($000) $2,260 Avg Close Range
Q4 2024
Shares 73,940 Value ($000) $2,024 Avg Close Range
Q3 2024
Shares 79,014 Value ($000) $2,389 Avg Close Range
Q2 2024
Shares 82,486 Value ($000) $2,282 Avg Close Range
Q1 2024
Shares 91,651 Value ($000) $2,570 Avg Close Range
Q4 2022
Shares 9,413 Value ($000) $256 Avg Close Range
Q3 2015
Shares 850 Value ($000) $24 Avg Close Range
Q2 2015
Shares 850 Value ($000) $27 Avg Close Range
Q4 2013
Shares 850 Value ($000) $32 Avg Close Range
Q3 2013
Shares 1,250 Value ($000) $45 Avg Close Range