ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 12,032 Value ($000) $1,446 Avg Close — Range —
Q3 2025
Shares 11,704 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 7,062 Value ($000) $772 Avg Close — Range —
Q1 2025
Shares 9,464 Value ($000) $990 Avg Close — Range —
Q4 2024
Shares 13,825 Value ($000) $1,593 Avg Close — Range —
Q3 2024
Shares 11,317 Value ($000) $1,324 Avg Close — Range —
Q2 2024
Shares 10,138 Value ($000) $1,200 Avg Close — Range —
Q1 2024
Shares 9,299 Value ($000) $971 Avg Close — Range —
Q4 2023
Shares 9,099 Value ($000) $985 Avg Close — Range —
Q3 2023
Shares 8,222 Value ($000) $776 Avg Close — Range —
Q2 2023
Shares 7,881 Value ($000) $785 Avg Close — Range —
Q1 2023
Shares 7,877 Value ($000) $762 Avg Close — Range —
Q4 2022
Shares 8,927 Value ($000) $845 Avg Close — Range —
Q3 2022
Shares 8,250 Value ($000) $719 Avg Close — Range —
Q2 2022
Shares 6,161 Value ($000) $569 Avg Close — Range —
Q1 2022
Shares 7,571 Value ($000) $817 Avg Close — Range —
Q4 2021
Shares 6,313 Value ($000) $724 Avg Close — Range —