EWM
ITOT icon

Evercore Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Evercore Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,210
Closed -$233K – 431
2023
Q4 		$233K Hold
2,210
– – ﹤0.01% 387
2023
Q3 		$208K Hold
2,210
– – ﹤0.01% 379
2023
Q2 		$216K Buy
+2,210
New +$216K ﹤0.01% 387