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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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 5,014 shares worth $943K. The position accounts for 0.25% of the portfolio, ranked #73.

Hoxton Planning & Management first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 185 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Hoxton Planning & Management held 5,014 shares of iShares Core S&P US Growth ETF worth $943K as of Q2 2026.
  • Hoxton Planning & Management bought 85 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Core S&P US Growth ETF made up 0.25% of Hoxton Planning & Management's portfolio in Q2 2026, its #73 holding.
  • Hoxton Planning & Management first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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