ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 205,791 Value ($000) $18,904 Avg Close — Range —
Q3 2025
Shares 207,652 Value ($000) $18,248 Avg Close — Range —
Q2 2025
Shares 203,059 Value ($000) $17,096 Avg Close — Range —
Q1 2025
Shares 204,237 Value ($000) $16,784 Avg Close — Range —
Q4 2024
Shares 201,682 Value ($000) $15,939 Avg Close — Range —