Hoxton Planning & Management
IUSV icon

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
Q3 		$852K Buy
7,726
+100
+1% +$11.3K 0.22% 81
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core S&P US Value ETF (IUSV) stake by 1.3% in Q3 2026, buying an estimated $11.3K and bringing the position to 7,726 shares worth $852K. The position accounts for 0.22% of the portfolio, ranked #81.

Hoxton Planning & Management first reported a position in IUSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2025. 501 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • Hoxton Planning & Management held 7,726 shares of iShares Core S&P US Value ETF worth $852K as of Q3 2026.
  • Hoxton Planning & Management bought 100 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $11.3K.
  • iShares Core S&P US Value ETF made up 0.22% of Hoxton Planning & Management's portfolio in Q3 2026, its #81 holding.
  • Hoxton Planning & Management first reported a position in iShares Core S&P US Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Core S&P US Value ETF position peaked at $1.46M in Q2 2025.
  • 501 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

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