Waverly Advisors, LLC's ownership history for IWY

Waverly Advisors, LLC currently holds 113.4K shares with a market value of $28.2M. It started holding IWY on 2024-12-31. At its peak, it held 113.4K shares on 2026-03-31. Its highest holding value was $30.9M on 2025-12-31. At its lowest, it held 111.7K shares on 2025-06-30, with a value of $23.7M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 821. In the recent year, Waverly Advisors, LLC has increased its shares by 1.1K.