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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.98M Sell
2025
Q2
$2.02M Sell
2025
Q1
$2.25M Buy
2024
Q4
$2.14M Sell
2024
Q3
$2.1M Buy
2024
Q2
$1.68M Sell
2024
Q1
$1.68M Sell
2023
Q4
$1.56M Buy
2023
Q3
$953K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.07M Buy
2022
Q4
$244K Buy