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Ishares Tr shares owned by Evergreen Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Evergreen Private Wealth from 13F filings

Historical chart of Evergreen Private Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 130k 25.62
2025-06-30 $3.3M 131k 25.29
2025-03-31 $3.0M 122k 24.99
2024-12-31 $2.9M 120k 24.58
2024-09-30 $3.0M 117k 25.71
2024-03-31 $2.9M 117k 24.81