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iShares Morningstar Small Core Idx shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 574 58.68
2024-06-30 $34k 574 58.28
2024-03-31 $30k 574 52.40
2023-12-31 $31k 574 53.61
2023-09-30 $27k 574 47.08
2023-06-30 $29k 574 49.72
2023-03-31 $27k 574 47.40

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iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx