ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 25,259 Value ($000) $2,432 Avg Close — Range —
Q3 2025
Shares 19,969 Value ($000) $1,928 Avg Close — Range —
Q2 2025
Shares 1,761 Value ($000) $162 Avg Close — Range —
Q1 2025
Shares 2,520 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 2,486 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 2,486 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 2,485 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 2,285 Value ($000) $182 Avg Close — Range —
Q4 2023
Shares 1,047 Value ($000) $81 Avg Close — Range —
Q3 2023
Shares 1,447 Value ($000) $100 Avg Close — Range —
Q2 2023
Shares 1,447 Value ($000) $106 Avg Close — Range —
Q1 2023
Shares 2,060 Value ($000) $144 Avg Close — Range —
Q4 2022
Shares 2,162 Value ($000) $146 Avg Close — Range —
Q2 2022
Shares 1,100 Value ($000) $71 Avg Close — Range —
Q1 2022
Shares 1,800 Value ($000) $140 Avg Close — Range —
Q4 2021
Shares 1,330 Value ($000) $110 Avg Close — Range —