Waverly Advisors, LLC's ownership history for IWM

Waverly Advisors, LLC currently holds 320.1K shares with a market value of $79.4M. It started holding IWM on 2024-12-31. At its peak, it held 320.1K shares on 2026-03-31. Its highest holding value was $79.4M on 2026-03-31. At its lowest, it held 166.4K shares on 2024-12-31, with a value of $34.3M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 134.0K. In the recent year, Waverly Advisors, LLC has increased its shares by 148.1K.

It has also owned 500 contracts of puts, with the market value of the underlying securities totaling $12.4M on 2026-03-31. At its peak, it held 500 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $12.4M on 2026-03-31. At its lowest, it held 500 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $12.4M on 2026-03-31.