ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 4,156 Value ($000) $1,023 Avg Close — Range —
Q3 2025
Shares 4,661 Value ($000) $1,128 Avg Close — Range —
Q2 2025
Shares 4,188 Value ($000) $904 Avg Close — Range —
Q1 2025
Shares 3,241 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 5,637 Value ($000) $1,246 Avg Close — Range —
Q3 2024
Shares 5,808 Value ($000) $1,283 Avg Close — Range —
Q2 2024
Shares 5,772 Value ($000) $1,292 Avg Close — Range —
Q1 2024
Shares 5,472 Value ($000) $1,072 Avg Close — Range —
Q4 2023
Shares 4,172 Value ($000) $837 Avg Close — Range —
Q3 2023
Shares 2,968 Value ($000) $525 Avg Close — Range —
Q2 2023
Shares 2,053 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $393 Avg Close — Range —
Q4 2022
Shares 2,218 Value ($000) $387 Avg Close — Range —
Q3 2022
Shares 2,023 Value ($000) $334 Avg Close — Range —
Q2 2022
Shares 2,343 Value ($000) $397 Avg Close — Range —
Q1 2022
Shares 2,661 Value ($000) $546 Avg Close — Range —
Q4 2021
Shares 1,968 Value ($000) $438 Avg Close — Range —