ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 2,151 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 2,151 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 2,150 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 15,178 Value ($000) $1,783 Avg Close — Range —
Q4 2024
Shares 15,963 Value ($000) $2,023 Avg Close — Range —
Q3 2024
Shares 17,358 Value ($000) $2,036 Avg Close — Range —
Q2 2024
Shares 19,452 Value ($000) $2,159 Avg Close — Range —
Q1 2024
Shares 10,757 Value ($000) $1,156 Avg Close — Range —
Q4 2023
Shares 1,206 Value ($000) $126 Avg Close — Range —
Q3 2023
Shares 1,096 Value ($000) $100 Avg Close — Range —
Q2 2023
Shares 1,096 Value ($000) $106 Avg Close — Range —
Q1 2023
Shares 1,095 Value ($000) $100 Avg Close — Range —
Q4 2022
Shares 1,095 Value ($000) $92 Avg Close — Range —
Q3 2022
Shares 569 Value ($000) $45 Avg Close — Range —
Q2 2022
Shares 532 Value ($000) $42 Avg Close — Range —
Q1 2022
Shares 531 Value ($000) $53 Avg Close — Range —
Q4 2021
Shares 534 Value ($000) $62 Avg Close — Range —