ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,795 Value ($000) $676 Avg Close — Range —
Q3 2025
Shares 4,746 Value ($000) $663 Avg Close — Range —
Q2 2025
Shares 4,759 Value ($000) $629 Avg Close — Range —
Q1 2025
Shares 12,907 Value ($000) $1,626 Avg Close — Range —
Q4 2024
Shares 13,165 Value ($000) $1,703 Avg Close — Range —
Q3 2024
Shares 14,115 Value ($000) $1,867 Avg Close — Range —
Q2 2024
Shares 17,187 Value ($000) $2,200 Avg Close — Range —
Q1 2024
Shares 11,103 Value ($000) $1,320 Avg Close — Range —
Q4 2023
Shares 3,073 Value ($000) $357 Avg Close — Range —
Q3 2023
Shares 2,712 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 2,707 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 2,952 Value ($000) $314 Avg Close — Range —
Q4 2022
Shares 2,624 Value ($000) $276 Avg Close — Range —
Q3 2022
Shares 27 Value ($000) $3 Avg Close — Range —