ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 3,601 Value ($000) $719 Avg Close — Range —
Q3 2025
Shares 3,619 Value ($000) $709 Avg Close — Range —
Q2 2025
Shares 5,588 Value ($000) $968 Avg Close — Range —
Q1 2025
Shares 6,400 Value ($000) $899 Avg Close — Range —
Q4 2024
Shares 48,632 Value ($000) $7,758 Avg Close — Range —
Q3 2024
Shares 45,129 Value ($000) $6,842 Avg Close — Range —
Q2 2024
Shares 47,194 Value ($000) $6,906 Avg Close — Range —
Q1 2024
Shares 42,117 Value ($000) $5,398 Avg Close — Range —
Q4 2023
Shares 35,353 Value ($000) $4,340 Avg Close — Range —
Q3 2023
Shares 17,968 Value ($000) $1,885 Avg Close — Range —
Q2 2023
Shares 14,694 Value ($000) $1,600 Avg Close — Range —
Q1 2023
Shares 5,730 Value ($000) $532 Avg Close — Range —
Q4 2022
Shares 4,543 Value ($000) $338 Avg Close — Range —
Q3 2022
Shares 265 Value ($000) $20 Avg Close — Range —
Q2 2022
Shares 395 Value ($000) $32 Avg Close — Range —
Q1 2022
Shares 632 Value ($000) $65 Avg Close — Range —