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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$529K Sell
2,450
-45
-2% -$9.71K 0.18% 98
2025
Q1 		$498K Sell
2,495
-654
-21% -$130K 0.19% 105
2024
Q4 		$696K Hold
3,149
– – 0.27% 76
2024
Q3 		$696K Buy
+3,149
New +$696K 0.27% 69