Waverly Advisors, LLC's ownership history for IWM
Waverly Advisors, LLC currently holds 279.8K shares with a market value of $68.9M. It started holding IWM on 2024-12-31. At its peak, it held 279.8K shares on 2025-12-31. Its highest holding value was $68.9M on 2025-12-31. 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 98.3K. In the recent year, Waverly Advisors, LLC has increased its shares by 113.3K.
Waverly Advisors, LLC's ownership history for IWM