ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 1,090 Value ($000) $198 Avg Close — Range —
Q3 2025
Shares 972 Value ($000) $172 Avg Close — Range —
Q1 2025
Shares 6,585 Value ($000) $994 Avg Close — Range —
Q4 2024
Shares 13,727 Value ($000) $2,254 Avg Close — Range —
Q3 2024
Shares 13,175 Value ($000) $2,198 Avg Close — Range —
Q2 2024
Shares 14,349 Value ($000) $2,457 Avg Close — Range —
Q1 2024
Shares 11,785 Value ($000) $1,756 Avg Close — Range —
Q4 2023
Shares 355 Value ($000) $55 Avg Close — Range —
Q3 2023
Shares 355 Value ($000) $48 Avg Close — Range —
Q2 2023
Shares 348 Value ($000) $49 Avg Close — Range —
Q1 2023
Shares 1,128 Value ($000) $155 Avg Close — Range —
Q4 2022
Shares 1,128 Value ($000) $156 Avg Close — Range —
Q4 2021
Shares 48 Value ($000) $8 Avg Close — Range —