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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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. 1,714 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.
1,714 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.