ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 432 Value ($000) $61 Avg Close — Range —
Q3 2025
Shares 432 Value ($000) $61 Avg Close — Range —
Q2 2025
Shares 432 Value ($000) $57 Avg Close — Range —
Q1 2025
Shares 482 Value ($000) $65 Avg Close — Range —
Q4 2024
Shares 482 Value ($000) $63 Avg Close — Range —
Q3 2024
Shares 482 Value ($000) $65 Avg Close — Range —
Q2 2024
Shares 482 Value ($000) $63 Avg Close — Range —
Q1 2024
Shares 482 Value ($000) $58 Avg Close — Range —
Q4 2023
Shares 450 Value ($000) $53 Avg Close — Range —
Q3 2023
Shares 450 Value ($000) $48 Avg Close — Range —
Q2 2023
Shares 450 Value ($000) $51 Avg Close — Range —
Q1 2023
Shares 450 Value ($000) $53 Avg Close — Range —
Q4 2022
Shares 200 Value ($000) $24 Avg Close — Range —
Q4 2021
Shares 734 Value ($000) $90 Avg Close — Range —