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Waverly Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Waverly Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.16M Buy
27,186
+2,821
+12% +$432K 0.05% 337
2025
Q1 		$3.35M Buy
24,365
+567
+2% +$77.9K 0.04% 364
2024
Q4 		$3.44M Buy
+23,798
New +$3.44M 0.05% 274