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iShares S&P 1500 Index Fund shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Hoxton Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 16k 125.62
2024-06-30 $1.7M 14k 118.78
2024-03-31 $1.6M 14k 115.30
2023-12-31 $1.4M 14k 105.24
2023-09-30 $1.3M 14k 94.16
2023-06-30 $1.4M 14k 97.84
2023-03-31 $1.3M 15k 90.55
2022-12-31 $1.4M 17k 84.80

More positions owned by Hoxton Planning & Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Hoxton Planning & Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund