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iShares Russell 2000 Value Index shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Value Index by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $771k 4.6k 166.82
2024-06-30 $768k 5.0k 152.30
2024-03-31 $842k 5.3k 158.81
2023-12-31 $1.5M 9.4k 155.34
2023-09-30 $331k 2.4k 135.38
2023-03-31 $253k 1.8k 137.02

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 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index