Hoxton Planning & Management
IWB icon

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
Q3 		$1.92M Sell
4,609
-34
-0.7% -$14.1K 0.49% 41
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Hoxton Planning & Management's IWB Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.73% in Q3 2026, selling an estimated $14.1K and leaving 4,609 shares worth $1.92M. The position accounts for 0.49% of the portfolio, ranked #41.

Hoxton Planning & Management first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.25M in Q1 2025. 955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Hoxton Planning & Management held 4,609 shares of iShares Russell 1000 ETF worth $1.92M as of Q3 2026.
  • Hoxton Planning & Management sold 34 iShares Russell 1000 ETF shares in Q3 2026, an estimated $14.1K.
  • iShares Russell 1000 ETF made up 0.49% of Hoxton Planning & Management's portfolio in Q3 2026, its #41 holding.
  • Hoxton Planning & Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Russell 1000 ETF position peaked at $2.25M in Q1 2025.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.