iShares S&P 1500 Index Fund shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 420 | 145.65 |
| 2025-06-30 | $57k | 420 | 135.04 |
| 2025-03-31 | $51k | 420 | 122.01 |
| 2024-12-31 | $54k | 420 | 128.62 |
| 2024-09-30 | $53k | 420 | 125.62 |
| 2024-03-31 | $48k | 420 | 115.30 |
| 2023-12-31 | $44k | 420 | 105.23 |