Waverly Advisors, LLC's ownership history for IYW

Waverly Advisors, LLC currently holds 15.5K shares with a market value of $3.0M. It started holding IYW on 2024-12-31. At its peak, it held 16.3K shares on 2025-03-31. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 13.8K shares on 2024-12-31, with a value of $2.2M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 803.