Hoxton Planning & Management’s iShares Russell 1000 ETF IWB Stock Holding History

Hoxton Planning & Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Sell	4,643 -140	-3%	-$55.5K	0.5%	39
2026 Q1	$1.71M	Sell	4,783 -551	-10%	-$205K	0.51%	42
2025 Q4	$1.99M	Sell	5,334 -71	-1%	-$26.3K	0.6%	38
2025 Q3	$1.98M	Sell	5,405 -532	-9%	-$187K	0.64%	37
2025 Q2	$2.02M	Sell	5,937 -1,391	-19%	-$437K	0.7%	31
2025 Q1	$2.25M	Buy	7,328 +674	+10%	+$218K	0.86%	23
2024 Q4	$2.14M	Sell	6,654 -40	-0.6%	-$13K	0.82%	21
2024 Q3	$2.1M	Buy	6,694 +1,048	+19%	+$317K	0.82%	23
2024 Q2	$1.68M	Sell	5,646 -202	-3%	-$58K	0.78%	24
2024 Q1	$1.68M	Sell	5,848 -114	-2%	-$31.2K	0.81%	22
2023 Q4	$1.56M	Buy	5,962 +1,904	+47%	+$466K	0.83%	22
2023 Q3	$953K	Sell	4,058 -149	-4%	-$36.5K	0.62%	33
2023 Q2	$1.03M	Sell	4,207 -549	-12%	-$126K	0.63%	29
2023 Q1	$1.07M	Buy	4,756 +3,595	+310%	+$791K	0.59%	30
2022 Q4	$244K	Buy	+1,161	New	+$246K	0.13%	139

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Hoxton Planning & Management's IWB Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q2 2026, selling an estimated $55.5K and leaving 4,643 shares worth $1.9M. The position accounts for 0.5% of the portfolio, ranked #39.

Hoxton Planning & Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q1 2025. 326 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Hoxton Planning & Management held 4,643 shares of iShares Russell 1000 ETF worth $1.9M as of Q2 2026.
Hoxton Planning & Management sold 140 iShares Russell 1000 ETF shares in Q2 2026, an estimated $55.5K.
iShares Russell 1000 ETF made up 0.5% of Hoxton Planning & Management's portfolio in Q2 2026, its #39 holding.
Hoxton Planning & Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares Russell 1000 ETF position peaked at $2.25M in Q1 2025.
326 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.