ISHARES TR

Ticker: SVAL CUSIP: 46436E536 Class: US SML CP VALUE

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

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

Q1 2024
Shares 14,981 Value ($000) $459 Avg Close — Range —
Q4 2023
Shares 14,981 Value ($000) $461 Avg Close — Range —
Q3 2023
Shares 14,988 Value ($000) $396 Avg Close — Range —
Q2 2023
Shares 14,988 Value ($000) $400 Avg Close — Range —
Q1 2023
Shares 15,803 Value ($000) $421 Avg Close — Range —
Q4 2022
Shares 483,975 Value ($000) $13,618 Avg Close — Range —
Q3 2022
Shares 485,183 Value ($000) $12,455 Avg Close — Range —