ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 272,573 Value ($000) $18,922 Avg Close — Range —
Q3 2025
Shares 254,232 Value ($000) $17,308 Avg Close — Range —
Q2 2025
Shares 238,943 Value ($000) $15,278 Avg Close — Range —
Q1 2025
Shares 200,510 Value ($000) $12,388 Avg Close — Range —
Q4 2024
Shares 184,254 Value ($000) $11,302 Avg Close — Range —
Q3 2024
Shares 179,671 Value ($000) $11,264 Avg Close — Range —
Q2 2024
Shares 166,356 Value ($000) $10,031 Avg Close — Range —
Q1 2024
Shares 150,575 Value ($000) $8,425 Avg Close — Range —
Q4 2023
Shares 118,333 Value ($000) $6,369 Avg Close — Range —
Q3 2023
Shares 99,605 Value ($000) $4,933 Avg Close — Range —
Q2 2023
Shares 61,007 Value ($000) $3,144 Avg Close — Range —
Q1 2023
Shares 49,132 Value ($000) $2,456 Avg Close — Range —
Q4 2022
Shares 32,350 Value ($000) $1,618 Avg Close — Range —