Hoxton Planning & Management
IUSG icon

Hoxton Planning & Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hoxton Planning & Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$972K Buy
5,019
+5
+0.1% +$947 0.25% 70
2026
Q2 		$943K Buy
5,014
+85
+2% +$15.4K 0.25% 73
2026
Q1 		$765K Buy
4,929
+136
+3% +$22.4K 0.23% 76
2025
Q4 		$805K Sell
4,793
-211
-4% -$35.2K 0.24% 71
2025
Q3 		$823K Sell
5,004
-120
-2% -$18.8K 0.26% 70
2025
Q2 		$771K Sell
5,124
-25
-0.5% -$3.39K 0.27% 75
2025
Q1 		$654K Buy
5,149
+312
+6% +$43.1K 0.25% 79
2024
Q4 		$674K Sell
4,837
-100
-2% -$13.7K 0.26% 77
2024
Q3 		$651K Sell
4,937
-173
-3% -$22K 0.25% 73
2024
Q2 		$651K Buy
5,110
+209
+4% +$24.9K 0.3% 64
2024
Q1 		$574K Sell
4,901
-89
-2% -$9.9K 0.27% 73
2023
Q4 		$519K Sell
4,990
-279
-5% -$27.5K 0.28% 69
2023
Q3 		$500K Buy
5,269
+75
+1% +$7.36K 0.32% 64
2023
Q2 		$507K Sell
5,194
-585
-10% -$53.7K 0.31% 64
2023
Q1 		$513K Sell
5,779
-1,598
-22% -$136K 0.28% 73
2022
Q4 		$601K Buy
+7,377
New +$617K 0.32% 65

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hoxton Planning & Management's IUSG Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q3 2026, buying an estimated $947 and bringing the position to 5,019 shares worth $972K. The position accounts for 0.25% of the portfolio, ranked #70.

Hoxton Planning & Management first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 634 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Hoxton Planning & Management held 5,019 shares of iShares Core S&P US Growth ETF worth $972K as of Q3 2026.
  • Hoxton Planning & Management bought 5 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $947.
  • iShares Core S&P US Growth ETF made up 0.25% of Hoxton Planning & Management's portfolio in Q3 2026, its #70 holding.
  • Hoxton Planning & Management first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.