Waverly Advisors, LLC

Position in AOM — iShares Core 40/60 Moderate Allocation ETF

CIK 1568787 BIRMINGHAM, AL

All Filings in AOM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 AOM	$4,018,160	84,825	+1.6%	Shares	Sole	2026-05-15
2025-12-31 AOM	$3,984,739	83,485	+6.4%	Shares	Sole	2026-02-17
2025-09-30 AOM	$3,733,555	78,469	+1.5%	Shares	Sole	2025-11-14
2025-06-30 AOM	$3,558,155	77,284	+3.0%	Shares	Sole	2025-08-14
2025-03-31 AOM	$3,292,930	75,044	+2.4%	Shares	Sole	2025-05-15
2024-12-31 AOM	$3,183,326	73,281	+4.6%	Shares	Sole	2025-02-14
2024-09-30 AOM	$3,159,278	70,035	+0.1%	Shares	Sole	2024-11-14
2024-06-30 AOM	$3,008,334	69,945	-34.2%	Shares	Sole	2024-08-14
2024-03-31 AOM	$4,545,032	106,242	+44.7%	Shares	Sole	2024-05-15
2023-12-31 AOM	$3,047,581	73,418	+13.1%	Shares	Sole	2024-02-14
2023-09-30 AOM	$2,526,479	64,898	+5.4%	Shares	Sole	2023-11-14
2023-06-30 AOM	$2,489,256	61,600	-19.0%	Shares	Sole	2023-08-15
2023-03-31 AOM	$3,031,353	76,050	+49.4%	Shares	Sole	2023-05-16
2022-12-31 AOM	$1,934,594	50,897	-3.1%	Shares	Sole	2023-02-15
2022-09-30 AOM	$1,922,171	52,504	-5.2%	Shares	Sole	2022-11-15
2022-06-30 AOM	$2,157,448	55,376	-3.9%	Shares	Sole	2022-08-15
2022-03-31 AOM	$2,475,072	57,600	+4.9%	Shares	Sole	2022-05-17
2021-12-31 AOM	$2,497,576	54,928	+13.2%	Shares	Sole	2022-02-15
2021-09-30 AOM	$2,171,769	48,542	+12.0%	Shares	Sole	2021-11-15
2021-06-30 AOM	$1,952,106	43,332	+2.8%	Shares	Sole	2021-08-17
2021-03-31 AOM	$1,836,547	42,171	+13.5%	Shares	Sole	2021-05-24
2020-12-31 AOM	$1,605,528	37,165	+8.3%	Shares	Sole	2021-02-16
2020-09-30 AOM	$1,408,425	34,310	+1.2%	Shares	Sole	2020-11-02
2020-06-30 AOM	$1,351,712	33,903	+4.7%	Shares	Sole	2020-08-17
2020-03-31 AOM	$1,189,861	32,386	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.