ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 3,226 Value ($000) $424 Avg Close — Range —
Q3 2025
Shares 3,228 Value ($000) $419 Avg Close — Range —
Q2 2025
Shares 3,342 Value ($000) $413 Avg Close — Range —
Q1 2025
Shares 1,906 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 2,112 Value ($000) $264 Avg Close — Range —
Q3 2024
Shares 2,130 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 2,686 Value ($000) $329 Avg Close — Range —
Q1 2024
Shares 2,668 Value ($000) $296 Avg Close — Range —
Q4 2023
Shares 1,227 Value ($000) $140 Avg Close — Range —
Q3 2023
Shares 1,227 Value ($000) $124 Avg Close — Range —
Q2 2023
Shares 555 Value ($000) $59 Avg Close — Range —
Q1 2023
Shares 555 Value ($000) $57 Avg Close — Range —
Q4 2022
Shares 1,136 Value ($000) $115 Avg Close — Range —
Q3 2022
Shares 555 Value ($000) $50 Avg Close — Range —