ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 74,855 Value ($000) $3,484 Avg Close Range
Q3 2025
Shares 77,227 Value ($000) $3,607 Avg Close Range
Q2 2025
Shares 284,800 Value ($000) $13,166 Avg Close Range
Q1 2025
Shares 286,721 Value ($000) $13,212 Avg Close Range
Q4 2024
Shares 282,865 Value ($000) $12,785 Avg Close Range
Q3 2024
Shares 7,332 Value ($000) $345 Avg Close Range
Q2 2024
Shares 7,294 Value ($000) $330 Avg Close Range
Q1 2024
Shares 8,729 Value ($000) $398 Avg Close Range
Q3 2022
Shares 5,591 Value ($000) $249 Avg Close Range
Q2 2022
Shares 5,578 Value ($000) $261 Avg Close Range
Q1 2022
Shares 5,567 Value ($000) $276 Avg Close Range
Q4 2021
Shares 5,564 Value ($000) $284 Avg Close Range
Q3 2021
Shares 5,451 Value ($000) $289 Avg Close Range
Q2 2021
Shares 5,442 Value ($000) $292 Avg Close Range
Q1 2021
Shares 5,434 Value ($000) $288 Avg Close Range
Q4 2020
Shares 7,434 Value ($000) $402 Avg Close Range
Q3 2020
Shares 7,415 Value ($000) $401 Avg Close Range
Q2 2020
Shares 7,407 Value ($000) $404 Avg Close Range
Q1 2020
Shares 7,251 Value ($000) $381 Avg Close Range
Q4 2019
Shares 8,312 Value ($000) $438 Avg Close Range
Q3 2019
Shares 9,029 Value ($000) $473 Avg Close Range
Q2 2019
Shares 9,014 Value ($000) $466 Avg Close Range
Q1 2019
Shares 9,105 Value ($000) $461 Avg Close Range
Q4 2018
Shares 13,268 Value ($000) $653 Avg Close Range