ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,151 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 967 Value ($000) $97 Avg Close — Range —
Q2 2025
Shares 967 Value ($000) $92 Avg Close — Range —
Q1 2025
Shares 1,147 Value ($000) $106 Avg Close — Range —
Q4 2024
Shares 967 Value ($000) $90 Avg Close — Range —
Q3 2024
Shares 967 Value ($000) $92 Avg Close — Range —
Q2 2024
Shares 967 Value ($000) $89 Avg Close — Range —
Q1 2024
Shares 967 Value ($000) $84 Avg Close — Range —
Q4 2023
Shares 1,052 Value ($000) $89 Avg Close — Range —
Q3 2023
Shares 1,052 Value ($000) $79 Avg Close — Range —
Q2 2023
Shares 967 Value ($000) $76 Avg Close — Range —
Q1 2023
Shares 2,131 Value ($000) $157 Avg Close — Range —
Q4 2022
Shares 2,211 Value ($000) $156 Avg Close — Range —
Q3 2022
Shares 767 Value ($000) $48 Avg Close — Range —
Q2 2022
Shares 1,032 Value ($000) $69 Avg Close — Range —
Q1 2022
Shares 1,032 Value ($000) $78 Avg Close — Range —
Q4 2021
Shares 1,159 Value ($000) $88 Avg Close — Range —