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Hoxton Planning & Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hoxton Planning & Management’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 		$5.38M Sell
32,751
-1,120
-3% -$178K 1.4% 17
2026
Q1 		$4.82M Buy
33,871
+292
+0.9% +$43.4K 1.45% 18
2025
Q4 		$4.99M Buy
33,579
+5,445
+19% +$804K 1.49% 18
2025
Q3 		$4.1M Buy
28,134
+1,671
+6% +$234K 1.32% 20
2025
Q2 		$3.57M Buy
26,463
+1,791
+7% +$223K 1.23% 20
2025
Q1 		$3.01M Buy
24,672
+8,828
+56% +$1.14M 1.15% 18
2024
Q4 		$2.04M Sell
15,844
-149
-0.9% -$19.3K 0.78% 23
2024
Q3 		$2.01M Buy
15,993
+1,966
+14% +$238K 0.78% 28
2024
Q2 		$1.67M Buy
14,027
+406
+3% +$46.6K 0.77% 25
2024
Q1 		$1.57M Sell
13,621
-129
-0.9% -$14.1K 0.75% 23
2023
Q4 		$1.45M Sell
13,750
-513
-4% -$50.3K 0.77% 28
2023
Q3 		$1.34M Buy
14,263
+181
+1% +$17.8K 0.87% 22
2023
Q2 		$1.38M Sell
14,082
-820
-6% -$75.8K 0.85% 19
2023
Q1 		$1.35M Sell
14,902
-1,779
-11% -$158K 0.74% 26
2022
Q4 		$1.41M Buy
+16,681
New +$1.42M 0.75% 31

Other funds holding ITOT

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Hoxton Planning & Management's ITOT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, selling an estimated $178K and leaving 32,751 shares worth $5.38M. The position accounts for 1.4% of the portfolio, ranked #17.

Hoxton Planning & Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Hoxton Planning & Management held 32,751 shares of iShares Core S&P Total US Stock Market ETF worth $5.38M as of Q2 2026.
  • Hoxton Planning & Management sold 1,120 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $178K.
  • iShares Core S&P Total US Stock Market ETF made up 1.4% of Hoxton Planning & Management's portfolio in Q2 2026, its #17 holding.
  • Hoxton Planning & Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.