ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 209 Value ($000) $68 Avg Close — Range —
Q3 2025
Shares 171 Value ($000) $55 Avg Close — Range —
Q2 2025
Shares 52 Value ($000) $15 Avg Close — Range —
Q1 2025
Shares 4,118 Value ($000) $1,052 Avg Close — Range —
Q4 2024
Shares 4,450 Value ($000) $1,281 Avg Close — Range —
Q3 2024
Shares 4,423 Value ($000) $1,256 Avg Close — Range —
Q2 2024
Shares 5,011 Value ($000) $1,423 Avg Close — Range —
Q1 2024
Shares 3,104 Value ($000) $777 Avg Close — Range —
Q4 2023
Shares 377 Value ($000) $95 Avg Close — Range —
Q3 2023
Shares 163 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 161 Value ($000) $39 Avg Close — Range —
Q1 2023
Shares 156 Value ($000) $35 Avg Close — Range —
Q4 2022
Shares 156 Value ($000) $33 Avg Close — Range —