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Ishares Tr dev val factor shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor 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 Tr dev val factor by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $724k 26k 28.23
2023-12-31 $764k 29k 26.51
2023-09-30 $1.3M 52k 25.37
2023-06-30 $1.1M 44k 25.45
2023-03-31 $1.5M 60k 24.79
2022-12-31 $2.0M 85k 23.17

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

View all positions for Hoxton Planning & Management

Top funds holding Ishares Tr dev val factor

Mercer Global Advisors
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wealthsource Partners
Bank of America Corporation
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Kathmere Capital Management
JNBA Financial Advisors
Fft Wealth Management
Ackerman Capital Advisors
Atlas Capital Advisors
TCG Advisory Services
Plan

View all funds holding Ishares Tr dev val factor