Waverly Advisors, LLC's ownership history for IEF

Waverly Advisors, LLC currently holds 133.0K shares with a market value of $12.8M. It started holding IEF on 2024-12-31. At its peak, it held 133.0K shares on 2025-12-31. Its highest holding value was $12.8M on 2025-12-31. At its lowest, it held 113.9K shares on 2025-03-31, with a value of $10.5M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 14.7K. In the recent year, Waverly Advisors, LLC has increased its shares by 19.0K.