ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 1,471,057 Value ($000) $147,665 Avg Close — Range —
Q3 2025
Shares 1,550,823 Value ($000) $156,168 Avg Close — Range —
Q2 2025
Shares 1,543,714 Value ($000) $155,437 Avg Close — Range —
Q1 2025
Shares 448,839 Value ($000) $45,185 Avg Close — Range —
Q4 2024
Shares 391,743 Value ($000) $39,300 Avg Close — Range —
Q3 2024
Shares 345,403 Value ($000) $34,789 Avg Close — Range —
Q2 2024
Shares 306,466 Value ($000) $30,864 Avg Close — Range —
Q1 2024
Shares 180,323 Value ($000) $18,160 Avg Close — Range —
Q4 2023
Shares 150,673 Value ($000) $15,108 Avg Close — Range —
Q3 2023
Shares 130,067 Value ($000) $13,094 Avg Close — Range —
Q2 2023
Shares 98,780 Value ($000) $9,940 Avg Close — Range —
Q1 2023
Shares 50,614 Value ($000) $5,091 Avg Close — Range —