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Ishares shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares 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 by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $148k 5.4k 27.37
2025-06-30 $114k 6.4k 17.81

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
Morgan Stanley
LPL Financial
HighTower Advisors
Cetera Investment Advisers
Ubs Global Asset Management Americas
Wealthfront Advisers
Citadel Advisors
Turning Point Benefit Group
Capital Wealth Alliance
Walkner Condon Financial Advisors
Mml Investors Services
Atomi Financial Group
Intl Fcstone

View all funds holding Ishares