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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
2,980
| – | – | 0.01% | 653 |
|
|
2025
Q1 | $364K | Sell |
2,980
-122
| -4% | -$14.9K | 0.01% | 646 |
|
|
2024
Q4 | $399K | Sell |
3,102
-1,400
| -31% | -$180K | 0.01% | 597 |
|
|
2024
Q3 | $566K | Hold |
4,502
| – | – | 0.02% | 463 |
|
|
2024
Q2 | $535K | Hold |
4,502
| – | – | 0.02% | 447 |
|
|
2024
Q1 | $519K | Buy |
4,502
+1,400
| +45% | +$161K | 0.02% | 443 |
|
|
2023
Q4 | $326K | Hold |
3,102
| – | – | 0.01% | 556 |
|
|
2023
Q3 | $294K | Hold |
3,102
| – | – | 0.01% | 555 |
|
|
2023
Q2 | $304K | Hold |
3,102
| – | – | 0.01% | 548 |
|
|
2023
Q1 | $281K | Hold |
3,102
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $263K | Sell |
3,102
-3,750
| -55% | -$318K | 0.01% | 523 |
|
|
2022
Q3 | $545K | Buy |
6,852
+254
| +4% | +$20.2K | 0.03% | 329 |
|
|
2022
Q2 | $553K | Buy |
6,598
+3,496
| +113% | +$293K | 0.03% | 314 |
|
|
2022
Q1 | $313K | Hold |
3,102
| – | – | 0.01% | 471 |
|
|
2021
Q4 | $332K | Hold |
3,102
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $305K | Hold |
3,102
| – | – | 0.01% | 431 |
|
|
2021
Q2 | $306K | Buy |
3,102
+662
| +27% | +$65.3K | 0.01% | 412 |
|
|
2021
Q1 | $224K | Hold |
2,440
| – | – | 0.01% | 459 |
|
|
2020
Q4 | $210K | Buy |
+2,440
| New | +$210K | 0.01% | 410 |
|