ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 10,924 Value ($000) $2,170 Avg Close — Range —
Q3 2025
Shares 13,143 Value ($000) $2,556 Avg Close — Range —
Q2 2025
Shares 15,224 Value ($000) $2,783 Avg Close — Range —
Q1 2025
Shares 12,476 Value ($000) $2,132 Avg Close — Range —
Q4 2024
Shares 7,794 Value ($000) $1,388 Avg Close — Range —
Q3 2024
Shares 7,971 Value ($000) $1,429 Avg Close — Range —
Q2 2024
Shares 10,439 Value ($000) $1,793 Avg Close — Range —
Q1 2024
Shares 6,290 Value ($000) $987 Avg Close — Range —
Q4 2023
Shares 7,566 Value ($000) $1,113 Avg Close — Range —
Q3 2023
Shares 6,791 Value ($000) $895 Avg Close — Range —
Q2 2023
Shares 8,179 Value ($000) $1,103 Avg Close — Range —
Q1 2023
Shares 8,104 Value ($000) $1,005 Avg Close — Range —
Q4 2022
Shares 133 Value ($000) $15 Avg Close — Range —