ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2025
Shares 27,098 Value ($000) $1,684 Avg Close Range
Q3 2025
Shares 28,933 Value ($000) $1,738 Avg Close Range
Q2 2025
Shares 26,566 Value ($000) $1,664 Avg Close Range
Q1 2025
Shares 26,550 Value ($000) $1,598 Avg Close Range
Q4 2024
Shares 26,773 Value ($000) $1,562 Avg Close Range
Q3 2024
Shares 26,088 Value ($000) $1,545 Avg Close Range
Q2 2024
Shares 25,521 Value ($000) $1,430 Avg Close Range
Q1 2024
Shares 24,689 Value ($000) $1,447 Avg Close Range