ISHARES TR

Ticker: SMMV CUSIP: 46435G433 Class: ETF

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

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

Q4 2025
Shares 186 Value ($000) $8 Avg Close — Range —
Q3 2025
Shares 187 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 187 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 419 Value ($000) $17 Avg Close — Range —
Q4 2024
Shares 1,351 Value ($000) $56 Avg Close — Range —
Q3 2024
Shares 1,345 Value ($000) $55 Avg Close — Range —
Q2 2024
Shares 1,338 Value ($000) $54 Avg Close — Range —
Q1 2024
Shares 1,335 Value ($000) $48 Avg Close — Range —
Q4 2023
Shares 1,331 Value ($000) $48 Avg Close — Range —
Q3 2023
Shares 187 Value ($000) $6 Avg Close — Range —