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

Evergreen Private Wealth’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
2025 Q4	–	Sell	-420	Closed	-$61.2K	–	150
2025 Q3	$61.2K	Hold	420	–	–	0.02%	107
2025 Q2	$56.7K	Hold	420	–	–	0.02%	112
2025 Q1	$51.2K	Hold	420	–	–	0.02%	114
2024 Q4	$54K	Hold	420	–	–	0.03%	115
2024 Q3	$52.8K	Hold	420	–	–	0.02%	116
2024 Q2	$49.9K	Hold	420	–	–	0.02%	119
2024 Q1	$48.4K	Hold	420	–	–	0.02%	121
2023 Q4	$44.2K	Buy	+420	New	+$41.2K	0.02%	115

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Evergreen Private Wealth's ITOT Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 420 shares — an estimated $61.2K sold.

Evergreen Private Wealth first reported a position in ITOT in Q4 2023 and held it in 8 quarters. The position peaked at $61.2K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 420 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $61.2K.
Evergreen Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $61.2K in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.