Ownership history in EverSource Wealth Advisors, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 920 | +842 | +1079.5% | 0.00% | $106K | $115.01 |
| 2025 Q2 | UNCHANGED | 78 | — | 0% | 0.00% | $9K | $109.50 |
| 2025 Q1 | UNCHANGED | 78 | — | 0% | 0.00% | $7K | $88.99 |
| 2024 Q4 | ADDED | 78 | +28 | +56.0% | 0.00% | $8K | $100.12 |
| 2024 Q3 | UNCHANGED | 50 | — | 0% | 0.00% | $4K | $89.37 |
| 2024 Q2 | ADDED | 50 | +40 | +400.0% | 0.00% | $4K | $86.90 |
| 2024 Q1 | UNCHANGED | 10 | — | 0% | 0.00% | $4K | $85.27 |
| 2023 Q4 | UNCHANGED | 10 | — | 0% | 0.00% | $4K | $81.13 |
| 2023 Q3 | UNCHANGED | 10 | — | 0% | 0.00% | $3K | $68.25 |
| 2023 Q2 | INITIATED | 10 | — | — | 0.00% | $3K | $69.18 |
As of 2025 Q4 — sorted by position size