ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 26,037 Value ($000) $3,209 Avg Close — Range —
Q3 2025
Shares 28,372 Value ($000) $3,425 Avg Close — Range —
Q2 2025
Shares 25,661 Value ($000) $2,825 Avg Close — Range —
Q1 2025
Shares 26,803 Value ($000) $2,488 Avg Close — Range —
Q4 2024
Shares 19,109 Value ($000) $1,940 Avg Close — Range —
Q3 2024
Shares 17,867 Value ($000) $1,711 Avg Close — Range —
Q2 2024
Shares 23,552 Value ($000) $2,150 Avg Close — Range —
Q1 2024
Shares 15,961 Value ($000) $1,297 Avg Close — Range —
Q4 2023
Shares 10,599 Value ($000) $796 Avg Close — Range —
Q3 2023
Shares 9,700 Value ($000) $664 Avg Close — Range —
Q2 2023
Shares 3,938 Value ($000) $278 Avg Close — Range —
Q1 2023
Shares 3,895 Value ($000) $249 Avg Close — Range —
Q4 2022
Shares 3,675 Value ($000) $215 Avg Close — Range —