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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Evergreen Wealth Solutions's ITOT Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 2,358 shares worth $336K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in ITOT as recently as Q1 2025.

Evergreen Wealth Solutions first reported a position in ITOT in Q4 2021 and has held it in 11 quarters since. The position peaked at $623K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Evergreen Wealth Solutions held 2,358 shares of iShares Core S&P Total US Stock Market ETF worth $336K as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Evergreen Wealth Solutions position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #312 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 11 quarters since.
Evergreen Wealth Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $623K in Q4 2021.
1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.