Hoxton Planning & Management, LLC Ishares S&P 500 Growth ETF Transaction History

Hoxton Planning & Management, LLC

$300 Million
Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 47,092 shares of IVW stock, worth $5.7 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

47,092

Previous 47,416 0.68%

Holding current value

$5.7 Million

Previous $5.22 Million 8.89%

% of portfolio

1.9%

Previous 1.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$108.97 - $121.65 $35,306 - $39,414	-324 Reduced 0.68%	47,092 $5.68 Million
Q2 2025 Aug 06, 2025	SELL	$82.96 - $110.1 $429,981 - $570,648	-5,183 Reduced 9.85%	47,416 $5.22 Million
Q1 2025 May 08, 2025	SELL	$92.45 - $106.69 $458,552 - $529,182	-4,960 Reduced 8.62%	52,599 $4.88 Million
Q4 2024 Sep 08, 2025	BUY	$94.43 - $105.47 $530,885 - $592,952	5,622 Added 11.86%	53,038 $5.38 Million
Q3 2024 Oct 08, 2024	SELL	$84.77 - $97.13 $209,127 - $239,619	-2,467 Reduced 4.11%	57,559 $5.51 Million

Q2 2024 Jul 18, 2024	BUY	$79.31 - $93.31 $1.76 Million - $2.06 Million	22,130 Added 58.4%	60,026 $5.55 Million
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $1.7 Million - $1.99 Million	23,369 Added 160.87%	37,896 $3.2 Million
Q4 2023 Jan 30, 2024	BUY	$65.78 - $75.4 $39,468 - $45,240	600 Added 4.31%	14,527 $1.09 Million
Q3 2023 Oct 26, 2023	BUY	$68.05 - $72.66 $947,732 - $1.01 Million	13,927 New	13,927 $953,000

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Hoxton Planning & Management, LLC Ishares S&P 500 Growth ETF Transaction History