Waverly Advisors, LLC's ownership history for IWY

Waverly Advisors, LLC currently holds 111.7K shares with a market value of $30.9M. It started holding IWY on 2024-12-31. At its peak, it held 112.5K shares on 2025-09-30. 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 33. In the recent year, Waverly Advisors, LLC has decreased its shares by 226.