ISHARES TR

Ticker: SMMV CUSIP: 46435G433 Class: ETF

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

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

Q4 2025
Shares 4,978 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 5,067 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 5,383 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 5,575 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 8,338 Value ($000) $346 Avg Close — Range —
Q3 2024
Shares 8,409 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 8,576 Value ($000) $320 Avg Close — Range —
Q1 2024
Shares 11,629 Value ($000) $435 Avg Close — Range —