ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 6,569 Value ($000) $1,393 Avg Close — Range —
Q3 2025
Shares 6,479 Value ($000) $1,338 Avg Close — Range —
Q2 2025
Shares 6,626 Value ($000) $1,295 Avg Close — Range —
Q1 2025
Shares 6,688 Value ($000) $1,275 Avg Close — Range —
Q4 2024
Shares 3,305 Value ($000) $631 Avg Close — Range —
Q3 2024
Shares 3,201 Value ($000) $631 Avg Close — Range —
Q2 2024
Shares 4,483 Value ($000) $855 Avg Close — Range —
Q1 2024
Shares 2,328 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 305 Value ($000) $53 Avg Close — Range —
Q3 2023
Shares 60 Value ($000) $9 Avg Close — Range —
Q2 2023
Shares 87 Value ($000) $14 Avg Close — Range —
Q1 2023
Shares 87 Value ($000) $13 Avg Close — Range —
Q4 2022
Shares 116 Value ($000) $17 Avg Close — Range —
Q3 2022
Shares 27 Value ($000) $3 Avg Close — Range —
Q2 2022
Shares 41 Value ($000) $6 Avg Close — Range —
Q1 2022
Shares 118 Value ($000) $19 Avg Close — Range —