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

Evergreen Wealth Solutions’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 Q2	$959K	Buy	5,619 +3,261	+138%	+$518K	0.05%	213
2026 Q1	$336K	Buy	+2,358	New	+$351K	0.02%	312
2025 Q2	–	Sell	-2,760	Closed	-$337K	–	120
2025 Q1	$337K	Hold	2,760	–	–	0.23%	81
2024 Q4	$355K	Buy	+2,760	New	+$357K	0.25%	69
2023 Q4	–	Sell	-2,442	Closed	-$230K	–	114
2023 Q3	$230K	Sell	2,442 -233	-9%	-$22.9K	0.23%	90
2023 Q2	$262K	Sell	2,675 -502	-16%	-$46.4K	0.26%	86
2023 Q1	$288K	Buy	3,177 +42	+1%	+$3.73K	0.33%	79
2022 Q4	$266K	Sell	3,135 -446	-12%	-$38.1K	0.35%	75
2022 Q3	$285K	Sell	3,581 -565	-14%	-$50K	0.4%	73
2022 Q2	$347K	Sell	4,146 -71	-2%	-$6.47K	0.43%	76
2022 Q1	$426K	Sell	4,217 -1,611	-28%	-$161K	0.41%	56
2021 Q4	$623K	Buy	+5,828	New	+$609K	0.56%	46

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

FPAS

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

Evergreen Wealth Solutions's ITOT Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 138% in Q2 2026, buying an estimated $518K and bringing the position to 5,619 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #213.

Evergreen Wealth Solutions first reported a position in ITOT in Q4 2021 and has held it in 12 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Evergreen Wealth Solutions held 5,619 shares of iShares Core S&P Total US Stock Market ETF worth $959K as of Q2 2026.
Evergreen Wealth Solutions bought 3,261 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $518K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #213 holding.
Evergreen Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.