ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q4 2025
Shares 69 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 60 Value ($000) $3 Avg Close — Range —
Q2 2025
Shares 79 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 108 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 145 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 216 Value ($000) $10 Avg Close — Range —
Q2 2024
Shares 671 Value ($000) $33 Avg Close — Range —
Q1 2024
Shares 225 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 914 Value ($000) $40 Avg Close — Range —
Q3 2023
Shares 318 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 318 Value ($000) $14 Avg Close — Range —
Q1 2023
Shares 349 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 987 Value ($000) $46 Avg Close — Range —
Q3 2022
Shares 1,280 Value ($000) $51 Avg Close — Range —
Q2 2022
Shares 4,413 Value ($000) $169 Avg Close — Range —
Q1 2022
Shares 6,501 Value ($000) $266 Avg Close — Range —
Q4 2021
Shares 5,872 Value ($000) $176 Avg Close — Range —