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Hoxton Planning & Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hoxton Planning & Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Buy
7,626
+282
+4% +$30.5K 0.22% 79
2026
Q1 		$751K Buy
7,344
+170
+2% +$17.8K 0.23% 77
2025
Q4 		$736K Sell
7,174
-44
-0.6% -$4.46K 0.22% 79
2025
Q3 		$721K Sell
7,218
-8,230
-53% -$801K 0.23% 81
2025
Q2 		$1.46M Buy
15,448
+83
+0.5% +$7.49K 0.51% 43
2025
Q1 		$1.42M Buy
15,365
+8,592
+127% +$806K 0.54% 40
2024
Q4 		$627K Buy
6,773
+65
+1% +$6.25K 0.24% 80
2024
Q3 		$641K Sell
6,708
-131
-2% -$12K 0.25% 75
2024
Q2 		$603K Buy
6,839
+400
+6% +$35.3K 0.28% 67
2024
Q1 		$582K Sell
6,439
-32
-0.5% -$2.75K 0.28% 70
2023
Q4 		$546K Sell
6,471
-339
-5% -$26.4K 0.29% 65
2023
Q3 		$508K Buy
6,810
+163
+2% +$12.8K 0.33% 63
2023
Q2 		$520K Sell
6,647
-635
-9% -$47.4K 0.32% 61
2023
Q1 		$537K Sell
7,282
-1,616
-18% -$119K 0.3% 70
2022
Q4 		$628K Buy
+8,898
New +$619K 0.33% 61

Other funds holding IUSV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

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

Hoxton Planning & Management increased its iShares Core S&P US Value ETF (IUSV) stake by 3.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 7,626 shares worth $840K. The position accounts for 0.22% of the portfolio, ranked #79.

Hoxton Planning & Management first reported a position in IUSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2025. 147 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Hoxton Planning & Management held 7,626 shares of iShares Core S&P US Value ETF worth $840K as of Q2 2026.
  • Hoxton Planning & Management bought 282 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Core S&P US Value ETF made up 0.22% of Hoxton Planning & Management's portfolio in Q2 2026, its #79 holding.
  • Hoxton Planning & Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares Core S&P US Value ETF position peaked at $1.46M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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