Evergreen Private Wealth LLC IBMQ — ISHARES TR

Ownership history in Evergreen Private Wealth LLC  ·  10 quarters on record

AI Ownership Summary

Evergreen Private Wealth LLC reported ISHARES TR (IBMQ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows IBMQ at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBMQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evergreen Private Wealth LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBMQ was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBMQ stock page Evergreen Private Wealth LLC fund profile Evergreen Private Wealth LLC full holdings
How Evergreen Private Wealth LLC held IBMQ — position size vs. price
% of Fund (quarterly)    IBMQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 51,435 +2,252 +4.6% 0.53% $1.3M 2026-04-29 $25.51
2025 Q4 ADDED — — — 49,183 +4,088 +9.1% 0.50% $1.3M 2026-01-28 $25.53
2025 Q3 ADDED — — — 45,095 +1,285 +2.9% 0.47% $1.2M 2025-10-24 $25.25
2025 Q2 ADDED — — — 43,810 +573 +1.3% 0.47% $1.1M 2025-07-16 $24.97
2025 Q1 ADDED — — — 43,237 +2,443 +6.0% 0.51% $1.1M 2025-05-02 $24.53
2024 Q4 ADDED — — — 40,794 +4,157 +11.3% 0.48% $1.0M 2025-02-07 $24.54
2024 Q3 REDUCED — — — 36,637 -687 -1.8% 0.44% $939K 2024-11-01 $24.40
2024 Q2 ADDED — — — 37,324 +853 +2.3% 0.46% $934K 2024-08-13 $24.32
2024 Q1 ADDED — — — 36,471 +6,669 +22.4% 0.46% $922K 2024-04-17 $23.93
2023 Q4 INITIATED — — — 29,802 — — 0.41% $763K 2024-02-08 $24.10

🏢 Other funds also holding IBMQ

As of 2026 Q1 — sorted by position size

Praetorian Wealth Management, Inc. 3Y 1.47% Heartwood Wealth Advisors LLC 3Y 1.23% SONATA CAPITAL GROUP INC 3Y 7Y 0.97% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 0.9% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 0.89% Kastel Capital Advisors, LLC 0.85% Wolfstich Capital, LLC 0.81% HEFFERNAN ADVISORY, INC 0.79% Granite Harbor Advisors, Inc. 0.71% Atwater Malick LLC 3Y 7Y 0.69%

FAQ About Evergreen Private Wealth LLC and IBMQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evergreen Private Wealth LLC reported owning IBMQ?

Evergreen Private Wealth LLC reported IBMQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBMQ position in Evergreen Private Wealth LLC's portfolio?

The largest reported portfolio weight for IBMQ was 0.53% in 2026 Q1.

What is the latest reported IBMQ position on this page?

The most recent filing on this page is 2026 Q1, when Evergreen Private Wealth LLC reported 51,435 shares, equal to 0.53% of portfolio, with an estimated market value of $1.3M.

What does the chart on this IBMQ ownership page compare?

The chart compares Evergreen Private Wealth LLC's quarterly IBMQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evergreen Private Wealth LLC time their IBMQ position?

Based on 13F filing dates vs. subsequent IBMQ price moves, Evergreen Private Wealth LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IBMQ relative to SPY over the holding period was -13.7%.

← Back to Evergreen Private Wealth LLC Holdings