ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 10,097 Value ($000) $2,124 Avg Close — Range —
Q3 2025
Shares 6,584 Value ($000) $1,340 Avg Close — Range —
Q2 2025
Shares 2,935 Value ($000) $570 Avg Close — Range —
Q1 2025
Shares 15,018 Value ($000) $2,826 Avg Close — Range —
Q4 2024
Shares 20,582 Value ($000) $3,810 Avg Close — Range —
Q3 2024
Shares 20,371 Value ($000) $3,866 Avg Close — Range —
Q2 2024
Shares 22,392 Value ($000) $4,106 Avg Close — Range —
Q1 2024
Shares 15,654 Value ($000) $2,685 Avg Close — Range —
Q4 2023
Shares 9,162 Value ($000) $1,514 Avg Close — Range —
Q3 2023
Shares 7,918 Value ($000) $1,202 Avg Close — Range —
Q2 2023
Shares 8,645 Value ($000) $1,364 Avg Close — Range —
Q1 2023
Shares 8,237 Value ($000) $1,254 Avg Close — Range —
Q4 2022
Shares 7,568 Value ($000) $1,148 Avg Close — Range —
Q3 2022
Shares 2,509 Value ($000) $341 Avg Close — Range —
Q2 2022
Shares 2,155 Value ($000) $313 Avg Close — Range —
Q1 2022
Shares 2,343 Value ($000) $389 Avg Close — Range —
Q4 2021
Shares 2,340 Value ($000) $393 Avg Close — Range —