ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 1,827 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 1,232 Value ($000) $203 Avg Close — Range —
Q2 2025
Shares 1,232 Value ($000) $185 Avg Close — Range —
Q1 2025
Shares 1,261 Value ($000) $160 Avg Close — Range —
Q4 2024
Shares 1,293 Value ($000) $180 Avg Close — Range —
Q3 2024
Shares 1,232 Value ($000) $163 Avg Close — Range —
Q2 2024
Shares 1,232 Value ($000) $155 Avg Close — Range —
Q1 2024
Shares 1,232 Value ($000) $139 Avg Close — Range —
Q4 2023
Shares 1,232 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 1,232 Value ($000) $117 Avg Close — Range —
Q2 2023
Shares 1,232 Value ($000) $120 Avg Close — Range —
Q1 2023
Shares 1,232 Value ($000) $109 Avg Close — Range —
Q4 2022
Shares 870 Value ($000) $71 Avg Close — Range —
Q3 2022
Shares 371 Value ($000) $30 Avg Close — Range —
Q2 2022
Shares 510 Value ($000) $43 Avg Close — Range —
Q1 2022
Shares 539 Value ($000) $57 Avg Close — Range —
Q4 2021
Shares 627 Value ($000) $73 Avg Close — Range —