HPM
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Hoxton Planning & Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hoxton Planning & Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.25M Buy
52,739
+1,764
+3% +$233K 1.89% 10
2026
Q1 		$5.77M Buy
50,975
+3,967
+8% +$477K 1.73% 14
2025
Q4 		$5.79M Sell
47,008
-84
-0.2% -$10.3K 1.73% 13
2025
Q3 		$5.68M Sell
47,092
-324
-0.7% -$37.3K 1.83% 10
2025
Q2 		$5.22M Sell
47,416
-5,183
-10% -$513K 1.8% 13
2025
Q1 		$4.88M Sell
52,599
-439
-0.8% -$44.3K 1.86% 10
2024
Q4 		$5.38M Sell
53,038
-4,521
-8% -$451K 2.06% 9
2024
Q3 		$5.51M Sell
57,559
-2,467
-4% -$228K 2.13% 9
2024
Q2 		$5.55M Buy
60,026
+22,130
+58% +$1.91M 2.58% 7
2024
Q1 		$3.2M Buy
37,896
+23,369
+161% +$1.88M 1.53% 13
2023
Q4 		$1.09M Buy
14,527
+600
+4% +$42.7K 0.58% 35
2023
Q3 		$953K Buy
+13,927
New +$986K 0.62% 32

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, buying an estimated $233K and bringing the position to 52,739 shares worth $7.25M. The position accounts for 1.89% of the portfolio, ranked #10.

Hoxton Planning & Management first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hoxton Planning & Management held 52,739 shares of iShares S&P 500 Growth ETF worth $7.25M as of Q2 2026.
  • Hoxton Planning & Management bought 1,764 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $233K.
  • iShares S&P 500 Growth ETF made up 1.89% of Hoxton Planning & Management's portfolio in Q2 2026, its #10 holding.
  • Hoxton Planning & Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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