ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 31,949 Value ($000) $21,883 Avg Close — Range —
Q3 2025
Shares 32,859 Value ($000) $21,993 Avg Close — Range —
Q2 2025
Shares 28,286 Value ($000) $17,562 Avg Close — Range —
Q1 2025
Shares 26,675 Value ($000) $14,989 Avg Close — Range —
Q4 2024
Shares 23,397 Value ($000) $13,773 Avg Close — Range —
Q3 2024
Shares 20,361 Value ($000) $11,745 Avg Close — Range —
Q2 2024
Shares 19,390 Value ($000) $10,729 Avg Close — Range —
Q1 2024
Shares 18,914 Value ($000) $9,541 Avg Close — Range —
Q4 2023
Shares 19,757 Value ($000) $9,437 Avg Close — Range —
Q3 2023
Shares 15,646 Value ($000) $6,719 Avg Close — Range —
Q2 2023
Shares 7,000 Value ($000) $3,120 Avg Close — Range —
Q1 2023
Shares 6,894 Value ($000) $2,834 Avg Close — Range —
Q4 2022
Shares 7,522 Value ($000) $2,890 Avg Close — Range —
Q3 2022
Shares 7,056 Value ($000) $2,531 Avg Close — Range —
Q2 2022
Shares 6,247 Value ($000) $2,369 Avg Close — Range —
Q1 2022
Shares 5,294 Value ($000) $2,402 Avg Close — Range —
Q4 2021
Shares 3,555 Value ($000) $1,696 Avg Close — Range —