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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Hoxton Planning & Management's IWM Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, selling an estimated $13.8K and leaving 2,003 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #111.

Hoxton Planning & Management first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $696K in Q4 2024. 634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hoxton Planning & Management held 2,003 shares of iShares Russell 2000 ETF worth $602K as of Q2 2026.
Hoxton Planning & Management sold 49 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.8K.
iShares Russell 2000 ETF made up 0.16% of Hoxton Planning & Management's portfolio in Q2 2026, its #111 holding.
Hoxton Planning & Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Hoxton Planning & Management's iShares Russell 2000 ETF position peaked at $696K in Q4 2024.
634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.