ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 64,543 Value ($000) $6,077 Avg Close — Range —
Q3 2025
Shares 30,186 Value ($000) $2,872 Avg Close — Range —
Q2 2025
Shares 30,493 Value ($000) $2,862 Avg Close — Range —
Q1 2025
Shares 32,829 Value ($000) $3,075 Avg Close — Range —
Q4 2024
Shares 32,886 Value ($000) $2,920 Avg Close — Range —
Q3 2024
Shares 22,390 Value ($000) $2,044 Avg Close — Range —
Q2 2024
Shares 22,629 Value ($000) $1,900 Avg Close — Range —
Q1 2024
Shares 20,165 Value ($000) $1,685 Avg Close — Range —
Q4 2023
Shares 2,850 Value ($000) $222 Avg Close — Range —
Q3 2023
Shares 7,652 Value ($000) $554 Avg Close — Range —
Q2 2023
Shares 9,239 Value ($000) $687 Avg Close — Range —
Q1 2023
Shares 82,293 Value ($000) $5,986 Avg Close — Range —
Q4 2022
Shares 81,994 Value ($000) $5,912 Avg Close — Range —
Q3 2022
Shares 47,441 Value ($000) $3,136 Avg Close — Range —
Q2 2022
Shares 51,264 Value ($000) $3,599 Avg Close — Range —