ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 85,726 Value ($000) $17,027 Avg Close — Range —
Q3 2025
Shares 105,013 Value ($000) $20,425 Avg Close — Range —
Q2 2025
Shares 107,069 Value ($000) $19,574 Avg Close — Range —
Q1 2025
Shares 75,767 Value ($000) $12,948 Avg Close — Range —
Q4 2024
Shares 73,554 Value ($000) $13,099 Avg Close — Range —
Q3 2024
Shares 59,826 Value ($000) $10,727 Avg Close — Range —
Q2 2024
Shares 58,310 Value ($000) $9,957 Avg Close — Range —
Q1 2024
Shares 1,231 Value ($000) $202 Avg Close — Range —