ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 498 Value ($000) $39 Avg Close — Range —
Q3 2025
Shares 498 Value ($000) $38 Avg Close — Range —
Q2 2025
Shares 498 Value ($000) $36 Avg Close — Range —
Q1 2025
Shares 1,159 Value ($000) $74 Avg Close — Range —
Q4 2024
Shares 1,383 Value ($000) $84 Avg Close — Range —
Q3 2024
Shares 743 Value ($000) $50 Avg Close — Range —
Q2 2024
Shares 905 Value ($000) $59 Avg Close — Range —
Q1 2024
Shares 630 Value ($000) $39 Avg Close — Range —
Q4 2023
Shares 30 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 30 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 173 Value ($000) $11 Avg Close — Range —
Q4 2021
Shares 2,231 Value ($000) $163 Avg Close — Range —