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iShares S&P 500 Value Index shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 S&P 500 Value Index by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 17k 197.17
2024-06-30 $2.7M 15k 182.01
2024-03-31 $2.8M 15k 186.80

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 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index