ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 4,790 Value ($000) $2,267 Avg Close — Range —
Q3 2025
Shares 3,522 Value ($000) $1,650 Avg Close — Range —
Q2 2025
Shares 2,789 Value ($000) $1,184 Avg Close — Range —
Q1 2025
Shares 13,993 Value ($000) $5,053 Avg Close — Range —
Q4 2024
Shares 15,956 Value ($000) $6,408 Avg Close — Range —
Q3 2024
Shares 15,657 Value ($000) $5,877 Avg Close — Range —
Q2 2024
Shares 17,033 Value ($000) $6,101 Avg Close — Range —
Q1 2024
Shares 11,358 Value ($000) $3,667 Avg Close — Range —
Q4 2023
Shares 4,450 Value ($000) $1,349 Avg Close — Range —
Q3 2023
Shares 4,284 Value ($000) $1,140 Avg Close — Range —
Q2 2023
Shares 3,344 Value ($000) $920 Avg Close — Range —
Q1 2023
Shares 3,473 Value ($000) $848 Avg Close — Range —
Q4 2022
Shares 3,079 Value ($000) $660 Avg Close — Range —
Q3 2022
Shares 1,697 Value ($000) $357 Avg Close — Range —
Q2 2022
Shares 1,696 Value ($000) $370 Avg Close — Range —
Q1 2022
Shares 1,696 Value ($000) $471 Avg Close — Range —
Q4 2021
Shares 1,804 Value ($000) $551 Avg Close — Range —