Waverly Advisors, LLC's ownership history for IWB

Waverly Advisors, LLC currently holds 319.0K shares with a market value of $113.8M. It started holding IWB on 2024-12-31. At its peak, it held 334.5K shares on 2024-12-31. Its highest holding value was $122.0M on 2025-12-31. At its lowest, it held 319.0K shares on 2026-03-31, with a value of $101.8M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 9.1K. In the recent year, Waverly Advisors, LLC has decreased its shares by 12.9K.