ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 111,746 Value ($000) $30,947 Avg Close — Range —
Q3 2025
Shares 112,532 Value ($000) $30,794 Avg Close — Range —
Q2 2025
Shares 111,713 Value ($000) $27,538 Avg Close — Range —
Q1 2025
Shares 112,252 Value ($000) $23,678 Avg Close — Range —
Q4 2024
Shares 111,972 Value ($000) $26,344 Avg Close — Range —
Q3 2024
Shares 4,882 Value ($000) $1,074 Avg Close — Range —