ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 10,502 Value ($000) $3,922 Avg Close — Range —
Q3 2025
Shares 16,148 Value ($000) $5,902 Avg Close — Range —
Q2 2025
Shares 11,083 Value ($000) $3,763 Avg Close — Range —
Q1 2025
Shares 667 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 1,057 Value ($000) $341 Avg Close — Range —
Q3 2024
Shares 524 Value ($000) $165 Avg Close — Range —
Q2 2024
Shares 524 Value ($000) $158 Avg Close — Range —
Q1 2024
Shares 569 Value ($000) $157 Avg Close — Range —
Q4 2023
Shares 703 Value ($000) $184 Avg Close — Range —
Q3 2023
Shares 749 Value ($000) $176 Avg Close — Range —
Q2 2023
Shares 461 Value ($000) $112 Avg Close — Range —
Q1 2023
Shares 491 Value ($000) $111 Avg Close — Range —
Q4 2022
Shares 343 Value ($000) $72 Avg Close — Range —
Q3 2022
Shares 147 Value ($000) $29 Avg Close — Range —
Q2 2022
Shares 30 Value ($000) $6 Avg Close — Range —
Q1 2022
Shares 16 Value ($000) $4 Avg Close — Range —