Evergreen Wealth Solutions »

Ishares Tr shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 10k 26.06

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr

Capital Investment Advisors
Summit Financial
Sarver Vrooman Wealth Advisors
Morgan Stanley
Aptus Capital Advisors
Golub Group
Bank of America Corporation
Sigma Investment Counselors
MV Capital Management
Royal Bank of Canada
Wells Fargo & Company
Mb, Levis & Associates
Ameriprise Financial
Stony Point Wealth Management
PFG Private Wealth Management

View all funds holding Ishares Tr