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 Q3	$7.93M	Buy	55,731 +2,992	+6%	+$415K	2.02%	7
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

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q3 2026, buying an estimated $415K and bringing the position to 55,731 shares worth $7.93M. The position accounts for 2.02% of the portfolio, ranked #7.

Hoxton Planning & Management first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 661 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Hoxton Planning & Management held 55,731 shares of iShares S&P 500 Growth ETF worth $7.93M as of Q3 2026.
Hoxton Planning & Management bought 2,992 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $415K.
iShares S&P 500 Growth ETF made up 2.02% of Hoxton Planning & Management's portfolio in Q3 2026, its #7 holding.
Hoxton Planning & Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
661 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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