ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 799 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 45 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 172 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 172 Value ($000) $36 Avg Close — Range —
Q4 2024
Shares 172 Value ($000) $40 Avg Close — Range —
Q3 2024
Shares 45 Value ($000) $10 Avg Close — Range —
Q2 2024
Shares 45 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 45 Value ($000) $8 Avg Close — Range —