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

Hoxton Planning & Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,748
Closed -$207K – 224
2025
Q4 		$207K Sell
1,748
-244
-12% -$28.9K 0.06% 210
2025
Q3 		$233K Buy
+1,992
New +$222K 0.08% 188

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hoxton Planning & Management's IWF Position: Q1 2026 in Review

Hoxton Planning & Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,748 shares — an estimated $207K sold.

Hoxton Planning & Management first reported a position in IWF in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Hoxton Planning & Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,748 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $207K.
  • Hoxton Planning & Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's iShares Russell 1000 Growth ETF position peaked at $233K in Q3 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.