Hoxton Planning & Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
5,937
-1,391
| -19% | -$472K | 0.7% | 31 |
|
|
2025
Q1 | $2.25M | Buy |
7,328
+674
| +10% | +$207K | 0.86% | 23 |
|
|
2024
Q4 | $2.14M | Sell |
6,654
-40
| -0.6% | -$12.9K | 0.82% | 21 |
|
|
2024
Q3 | $2.1M | Buy |
6,694
+1,048
| +19% | +$329K | 0.82% | 23 |
|
|
2024
Q2 | $1.68M | Sell |
5,646
-202
| -3% | -$60.1K | 0.78% | 24 |
|
|
2024
Q1 | $1.68M | Sell |
5,848
-114
| -2% | -$32.8K | 0.81% | 22 |
|
|
2023
Q4 | $1.56M | Buy |
5,962
+1,904
| +47% | +$499K | 0.83% | 22 |
|
|
2023
Q3 | $953K | Sell |
4,058
-149
| -4% | -$35K | 0.62% | 33 |
|
|
2023
Q2 | $1.03M | Sell |
4,207
-549
| -12% | -$134K | 0.63% | 29 |
|
|
2023
Q1 | $1.07M | Buy |
4,756
+3,595
| +310% | +$810K | 0.59% | 30 |
|
|
2022
Q4 | $244K | Buy |
+1,161
| New | +$244K | 0.13% | 139 |
|