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Hoxton Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Hoxton Financial’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
2015
Q4 		– Sell
-10
Closed -$2K – 350
2015
Q3 		$2K Buy
+10
New +$2.04K ﹤0.01% 292

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hoxton Financial's IVV Position: Q4 2015 in Review

Hoxton Financial sold out of iShares Core S&P 500 ETF (IVV) in Q4 2015, closing a stake of 10 shares — an estimated $2K sold.

Hoxton Financial first reported a position in IVV in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 905 funds tracked by Wall St. Rank hold IVV as of Q4 2015.

  • Hoxton Financial reported no remaining iShares Core S&P 500 ETF position as of Q4 2015 after selling out during the quarter.
  • Hoxton Financial sold 10 iShares Core S&P 500 ETF shares in Q4 2015, an estimated $2K.
  • Hoxton Financial first reported a position in iShares Core S&P 500 ETF in Q3 2015 and held it in 1 quarter.
  • Hoxton Financial's iShares Core S&P 500 ETF position peaked at $2K in Q3 2015.
  • 905 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2015.

Based on Hoxton Financial's 13F filing for Q4 2015, filed 21 Jan 2016.