HWP
IVV icon

Hibernia Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hibernia Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$883K Sell
1,179
-1,076
-48% -$784K 0.48% 30
2026
Q1 		$1.47M Buy
2,255
+103
+5% +$70.3K 0.44% 27
2025
Q4 		$1.47M Buy
2,152
+1,131
+111% +$768K 0.44% 26
2025
Q3 		$683K Sell
1,021
-1,099
-52% -$708K 0.44% 23
2025
Q2 		$1.32M Buy
2,120
+1,106
+109% +$635K 0.43% 24
2025
Q1 		$570K Sell
1,014
-5
-0.5% -$2.95K 0.41% 23
2024
Q4 		$600K Sell
1,019
-1,576
-61% -$933K 0.39% 29
2024
Q3 		$1.5M Sell
2,595
-57
-2% -$31.7K 0.45% 27
2024
Q2 		$1.45M Buy
2,652
+1,694
+177% +$891K 0.51% 23
2024
Q1 		$504K Buy
+958
New +$479K 0.34% 41
2023
Q4 		– Sell
-126
Closed -$54.3K – 201
2023
Q3 		$54.3K Buy
+126
New +$56.4K 0.04% 87

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Hibernia Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 48% in Q2 2026, selling an estimated $784K and leaving 1,179 shares worth $883K. The position accounts for 0.48% of the portfolio, ranked #30.

Hibernia Wealth Partners first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hibernia Wealth Partners held 1,179 shares of iShares Core S&P 500 ETF worth $883K as of Q2 2026.
  • Hibernia Wealth Partners sold 1,076 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $784K.
  • iShares Core S&P 500 ETF made up 0.48% of Hibernia Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Hibernia Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • Hibernia Wealth Partners's iShares Core S&P 500 ETF position peaked at $1.5M in Q3 2024.
  • 1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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