ITOT β€” ISHARES TR

Ownership history in Hoxton Planning & Management, LLC  Β·  12 quarters on record

AI Ownership Summary

Hoxton Planning & Management, LLC reported ISHARES TR (ITOT) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.49% in 2025 Q4. The latest visible filing shows ITOT at 1.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ITOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoxton Planning & Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ITOT was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITOT stock page Hoxton Planning & Management, LLC fund profile Hoxton Planning & Management, LLC full holdings
How Hoxton Planning & Management, LLC held ITOT β€” position size vs. price
% of Fund (quarterly)    ITOT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,579 +5,445 +19.4% 1.49% $5.0M 2026-02-14 (Est.) $148.90
2025 Q3 ADDED 28,134 +12,290 +77.6% 1.32% $4.1M 2025-10-27 $149.00
2025 Q2 REDUCED 15,844 -8,828 -35.8% 0.78% $2.0M 2025-09-08 $141.11
2025 Q1 ADDED 24,672 +8,679 +54.3% 1.15% $3.0M 2025-05-08 $122.11
2024 Q3 ADDED 15,993 +1,966 +14.0% 0.78% $2.0M 2024-10-08 $123.14
2024 Q2 ADDED 14,027 +406 +3.0% 0.77% $1.7M 2024-07-19 $117.81
2024 Q1 REDUCED 13,621 -129 -0.9% 0.75% $1.6M 2024-04-12 $109.55
2023 Q4 REDUCED 13,750 -513 -3.6% 0.77% $1.4M 2024-01-30 $105.23
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ITOT

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 21.13% Hickory Point Bank & Trust 12.47% Aletheian Wealth Advisors LLC 3Y 11.2% Auto-Owners Insurance Co 3Y 10.72% Planned Solutions, Inc. 3Y 10.62% Fulcrum Equity Management 3Y 7Y 10.28% DKM Wealth Management, Inc. 5.05% SARD WEALTH MANAGEMENT GROUP, LLC 4.69% JGP Wealth Management, LLC 3Y 7Y 4.41% Rede Wealth, LLC 3Y 3.1%

FAQ About Hoxton Planning & Management, LLC and ITOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoxton Planning & Management, LLC reported owning ITOT?

Hoxton Planning & Management, LLC reported ITOT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ITOT position in Hoxton Planning & Management, LLC's portfolio?

The largest reported portfolio weight for ITOT was 1.49% in 2025 Q4.

What is the latest reported ITOT position on this page?

The most recent filing on this page is 2025 Q4, when Hoxton Planning & Management, LLC reported 33,579 shares, equal to 1.49% of portfolio, with an estimated market value of $5.0M.

What does the chart on this ITOT ownership page compare?

The chart compares Hoxton Planning & Management, LLC's quarterly ITOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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