ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 35,552 Value ($000) $1,403 Avg Close Range
Q3 2025
Shares 46,347 Value ($000) $1,694 Avg Close Range
Q2 2025
Shares 45,554 Value ($000) $1,572 Avg Close Range
Q1 2025
Shares 41,806 Value ($000) $1,297 Avg Close Range
Q4 2024
Shares 59,666 Value ($000) $1,634 Avg Close Range
Q3 2024
Shares 117,442 Value ($000) $3,550 Avg Close Range
Q2 2024
Shares 117,416 Value ($000) $3,403 Avg Close Range
Q1 2024
Shares 115,136 Value ($000) $3,198 Avg Close Range
Q4 2023
Shares 107,713 Value ($000) $3,015 Avg Close Range
Q3 2023
Shares 124,388 Value ($000) $3,159 Avg Close Range
Q2 2023
Shares 125,823 Value ($000) $3,313 Avg Close Range
Q1 2023
Shares 122,294 Value ($000) $3,362 Avg Close Range
Q4 2022
Shares 123,937 Value ($000) $3,366 Avg Close Range
Q3 2022
Shares 65,809 Value ($000) $1,483 Avg Close Range
Q2 2022
Shares 80,498 Value ($000) $2,186 Avg Close Range
Q1 2022
Shares 61,361 Value ($000) $1,949 Avg Close Range
Q4 2021
Shares 49,356 Value ($000) $1,539 Avg Close Range