Hibernia Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
4,069
+1,854
| +84% | +$250K | 0.18% | 41 |
|
|
2025
Q1 | $270K | Sell |
2,215
-30
| -1% | -$3.66K | 0.19% | 39 |
|
|
2024
Q4 | $289K | Sell |
2,245
-1,821
| -45% | -$234K | 0.19% | 43 |
|
|
2024
Q3 | $511K | Buy |
4,066
+10
| +0.2% | +$1.26K | 0.15% | 59 |
|
|
2024
Q2 | $482K | Buy |
4,056
+2,068
| +104% | +$246K | 0.17% | 45 |
|
|
2024
Q1 | $229K | Sell |
1,988
-206
| -9% | -$23.8K | 0.16% | 74 |
|
|
2023
Q4 | $231K | Sell |
2,194
-95
| -4% | -$10K | 0.17% | 61 |
|
|
2023
Q3 | $216K | Buy |
+2,289
| New | +$216K | 0.17% | 54 |
|