Ishares Tr shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 15k | 21.22 |
| 2025-06-30 | $315k | 15k | 21.04 |
| 2025-03-31 | $373k | 18k | 20.75 |
| 2024-12-31 | $366k | 18k | 20.35 |
| 2024-09-30 | $236k | 11k | 21.22 |
| 2024-06-30 | $224k | 11k | 20.29 |
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