HWP
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Hibernia Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hibernia Wealth Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
2,095
-1,881
-47% -$299K 0.19% 54
2026
Q1 		$566K Sell
3,976
-112
-3% -$16.7K 0.17% 51
2025
Q4 		$608K Buy
4,088
+1,946
+91% +$287K 0.18% 46
2025
Q3 		$312K Sell
2,142
-1,927
-47% -$270K 0.2% 42
2025
Q2 		$550K Buy
4,069
+1,854
+84% +$231K 0.18% 42
2025
Q1 		$270K Sell
2,215
-30
-1% -$3.87K 0.19% 39
2024
Q4 		$289K Sell
2,245
-1,821
-45% -$236K 0.19% 44
2024
Q3 		$511K Buy
4,066
+10
+0.2% +$1.21K 0.15% 60
2024
Q2 		$482K Buy
4,056
+2,068
+104% +$237K 0.17% 45
2024
Q1 		$229K Sell
1,988
-206
-9% -$22.6K 0.16% 75
2023
Q4 		$231K Sell
2,194
-95
-4% -$9.31K 0.17% 62
2023
Q3 		$216K Buy
+2,289
New +$225K 0.17% 56

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Hibernia Wealth Partners's ITOT Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 47% in Q2 2026, selling an estimated $299K and leaving 2,095 shares worth $344K. The position accounts for 0.19% of the portfolio, ranked #54.

Hibernia Wealth Partners first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $608K in Q4 2025. 696 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Hibernia Wealth Partners held 2,095 shares of iShares Core S&P Total US Stock Market ETF worth $344K as of Q2 2026.
  • Hibernia Wealth Partners sold 1,881 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $299K.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Hibernia Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Hibernia Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Hibernia Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $608K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.