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

Evergreen Capital Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430K	Buy	3,018 +38	+1%	+$5.65K	0.01%	883
2025 Q4	$443K	Hold	2,980	–	–	0.01%	813
2025 Q3	$434K	Hold	2,980	–	–	0.01%	727
2025 Q2	$402K	Hold	2,980	–	–	0.01%	656
2025 Q1	$364K	Sell	2,980 -122	-4%	-$15.7K	0.01%	646
2024 Q4	$399K	Sell	3,102 -1,400	-31%	-$181K	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%	+$154K	0.02%	443
2023 Q4	$326K	Hold	3,102	–	–	0.01%	556
2023 Q3	$294K	Hold	3,102	–	–	0.01%	556
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%	-$320K	0.01%	523
2022 Q3	$545K	Buy	6,852 +254	+4%	+$22.5K	0.03%	330
2022 Q2	$553K	Buy	6,598 +3,496	+113%	+$319K	0.03%	315
2022 Q1	$313K	Hold	3,102	–	–	0.01%	473
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%	+$63.7K	0.01%	412
2021 Q1	$224K	Hold	2,440	–	–	0.01%	459
2020 Q4	$210K	Buy	+2,440	New	+$198K	0.01%	411

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Evergreen Capital Management's ITOT Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, buying an estimated $5.65K and bringing the position to 3,018 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #883.

Evergreen Capital Management first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $566K in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Evergreen Capital Management held 3,018 shares of iShares Core S&P Total US Stock Market ETF worth $430K as of Q1 2026.
Evergreen Capital Management bought 38 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.65K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #883 holding.
Evergreen Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Evergreen Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $566K in Q3 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.