Ishares Tr shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 | $2.0M | 77k | 25.62 |
| 2025-06-30 | $1.9M | 76k | 25.29 |
| 2025-03-31 | $2.1M | 82k | 24.99 |
| 2024-12-31 | $2.2M | 88k | 24.58 |
| 2024-09-30 | $279k | 11k | 25.71 |
| 2024-06-30 | $256k | 10k | 24.56 |
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