Hoxton Planning & Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hoxton Planning & Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.7M	Buy	85,748 +1,353	+2%	+$1.03M	16.75%	1
2026 Q2	$63.2M	Buy	84,395 +7,814	+10%	+$5.69M	16.49%	1
2026 Q1	$50M	Buy	76,581 +2,870	+4%	+$1.96M	15.01%	1
2025 Q4	$50.5M	Buy	73,711 +660	+0.9%	+$448K	15.1%	1
2025 Q3	$48.9M	Sell	73,051 -363	-0.5%	-$234K	15.73%	1
2025 Q2	$45.6M	Sell	73,414 -5,050	-6%	-$2.9M	15.75%	1
2025 Q1	$44.1M	Sell	78,464 -3,031	-4%	-$1.79M	16.82%	1
2024 Q4	$48M	Sell	81,495 -485	-0.6%	-$287K	18.34%	1
2024 Q3	$47.3M	Sell	81,980 -2,746	-3%	-$1.53M	18.31%	1
2024 Q2	$46.4M	Sell	84,726 -4,680	-5%	-$2.46M	21.56%	1
2024 Q1	$47M	Sell	89,406 -10,829	-11%	-$5.42M	22.49%	1
2023 Q4	$47.9M	Buy	100,235 +26,214	+35%	+$11.7M	25.37%	1
2023 Q3	$31.8M	Sell	74,021 -3,122	-4%	-$1.4M	20.6%	1
2023 Q2	$34.4M	Sell	77,143 -3,780	-5%	-$1.59M	21.23%	1
2023 Q1	$33.3M	Sell	80,923 -4,791	-6%	-$1.92M	18.31%	1
2022 Q4	$32.9M	Buy	+85,714	New	+$33.1M	17.5%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q3 2026, buying an estimated $1.03M and bringing the position to 85,748 shares worth $65.7M. The position accounts for 16.75% of the portfolio, ranked #1.

Hoxton Planning & Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Hoxton Planning & Management held 85,748 shares of iShares Core S&P 500 ETF worth $65.7M as of Q3 2026.
Hoxton Planning & Management bought 1,353 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.03M.
iShares Core S&P 500 ETF made up 16.75% of Hoxton Planning & Management's portfolio in Q3 2026, its #1 holding.
Hoxton Planning & Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
957 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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