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iShares Russell 3000 Value Index shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $641k 6.7k 95.49
2024-06-30 $603k 6.8k 88.13
2024-03-31 $582k 6.4k 90.44
2023-12-31 $546k 6.5k 84.38
2023-09-30 $508k 6.8k 74.60
2023-06-30 $520k 6.6k 78.26
2023-03-31 $537k 7.3k 73.78
2022-12-31 $629k 8.9k 70.63

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 Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index