Evergreen Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Hold |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $535K | Hold |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $210K | Buy |
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