EWS
Evergreen Wealth Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,760
| Closed | -$337K | – | 120 |
|
|
2025
Q1 | $337K | Hold |
2,760
| – | – | 0.23% | 81 |
|
|
2024
Q4 | $355K | Buy |
+2,760
| New | +$355K | 0.25% | 69 |
|
|
2023
Q4 | – | Sell |
-2,442
| Closed | -$230K | – | 114 |
|
|
2023
Q3 | $230K | Sell |
2,442
-233
| -9% | -$21.9K | 0.23% | 90 |
|
|
2023
Q2 | $262K | Sell |
2,675
-502
| -16% | -$49.1K | 0.26% | 86 |
|
|
2023
Q1 | $288K | Buy |
3,177
+42
| +1% | +$3.81K | 0.33% | 79 |
|
|
2022
Q4 | $266K | Sell |
3,135
-446
| -12% | -$37.8K | 0.35% | 75 |
|
|
2022
Q3 | $285K | Sell |
3,581
-565
| -14% | -$45K | 0.4% | 73 |
|
|
2022
Q2 | $347K | Sell |
4,146
-71
| -2% | -$5.94K | 0.43% | 76 |
|
|
2022
Q1 | $426K | Sell |
4,217
-1,611
| -28% | -$163K | 0.41% | 56 |
|
|
2021
Q4 | $623K | Buy |
+5,828
| New | +$623K | 0.56% | 46 |
|