Evergreen Private Wealth’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 | $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 | +$44.2K | 0.02% | 115 |
|