Hoxton Planning & Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$455K	Sell	1,638 -365	-18%	-$107K	0.12%	125
2026 Q2	$602K	Sell	2,003 -49	-2%	-$13.8K	0.16%	111
2026 Q1	$509K	Sell	2,052 -108	-5%	-$27.9K	0.15%	110
2025 Q4	$532K	Sell	2,160 -91	-4%	-$22.4K	0.16%	108
2025 Q3	$545K	Sell	2,251 -199	-8%	-$45.7K	0.18%	104
2025 Q2	$529K	Sell	2,450 -45	-2%	-$9.06K	0.18%	98
2025 Q1	$498K	Sell	2,495 -654	-21%	-$142K	0.19%	105
2024 Q4	$696K	Hold	3,149	–	–	0.27%	76
2024 Q3	$696K	Buy	+3,149	New	+$674K	0.27%	69

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q3 2026, selling an estimated $107K and leaving 1,638 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #125.

Hoxton Planning & Management first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $696K in Q4 2024. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Hoxton Planning & Management held 1,638 shares of iShares Russell 2000 ETF worth $455K as of Q3 2026.
Hoxton Planning & Management sold 365 iShares Russell 2000 ETF shares in Q3 2026, an estimated $107K.
iShares Russell 2000 ETF made up 0.12% of Hoxton Planning & Management's portfolio in Q3 2026, its #125 holding.
Hoxton Planning & Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's iShares Russell 2000 ETF position peaked at $696K in Q4 2024.
755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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