Evergreen Wealth Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $355K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $623K | Buy |
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