ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 1,795 Value ($000) $174 Avg Close — Range —
Q3 2025
Shares 1,795 Value ($000) $172 Avg Close — Range —
Q2 2025
Shares 1,795 Value ($000) $163 Avg Close — Range —
Q1 2025
Shares 1,795 Value ($000) $149 Avg Close — Range —
Q4 2024
Shares 1,993 Value ($000) $181 Avg Close — Range —
Q3 2024
Shares 1,610 Value ($000) $148 Avg Close — Range —
Q2 2024
Shares 1,610 Value ($000) $148 Avg Close — Range —
Q1 2024
Shares 1,610 Value ($000) $138 Avg Close — Range —
Q4 2023
Shares 1,610 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 1,610 Value ($000) $116 Avg Close — Range —
Q2 2023
Shares 1,610 Value ($000) $121 Avg Close — Range —
Q1 2023
Shares 1,610 Value ($000) $115 Avg Close — Range —
Q4 2022
Shares 1,610 Value ($000) $110 Avg Close — Range —
Q4 2021
Shares 4,240 Value ($000) $362 Avg Close — Range —