iShares S&P 1500 Index Fund shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $336k | 2.4k | 142.43 |
| 2025-03-31 | $337k | 2.8k | 122.01 |
| 2024-12-31 | $355k | 2.8k | 128.62 |
| 2023-09-30 | $230k | 2.4k | 94.19 |
| 2023-06-30 | $262k | 2.7k | 97.84 |
| 2023-03-31 | $288k | 3.2k | 90.65 |
| 2022-12-31 | $266k | 3.1k | 84.85 |
| 2022-09-30 | $285k | 3.6k | 79.59 |
| 2022-06-30 | $347k | 4.1k | 83.70 |
| 2022-03-31 | $426k | 4.2k | 101.02 |
| 2021-12-31 | $623k | 5.8k | 106.90 |
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