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

Hoxton Planning & Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Hold
1,404
– – 0.08% 173
2026
Q1 		$266K Sell
1,404
-5
-0.4% -$968 0.08% 179
2025
Q4 		$255K Hold
1,409
– – 0.08% 183
2025
Q3 		$249K Sell
1,409
-26
-2% -$4.39K 0.08% 178
2025
Q2 		$226K Sell
1,435
-2,986
-68% -$445K 0.08% 186
2025
Q1 		$667K Sell
4,421
-155
-3% -$25K 0.25% 77
2024
Q4 		$751K Sell
4,576
-47
-1% -$8.02K 0.29% 71
2024
Q3 		$771K Sell
4,623
-422
-8% -$68.6K 0.3% 63
2024
Q2 		$768K Sell
5,045
-259
-5% -$39.6K 0.36% 49
2024
Q1 		$842K Sell
5,304
-4,056
-43% -$614K 0.4% 44
2023
Q4 		$1.45M Buy
9,360
+6,915
+283% +$958K 0.77% 27
2023
Q3 		$331K Buy
+2,445
New +$351K 0.21% 92
2023
Q2 		– Sell
-1,843
Closed -$253K – 157
2023
Q1 		$253K Buy
+1,843
New +$267K 0.14% 130

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Hoxton Planning & Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,404 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #173.

Hoxton Planning & Management first reported a position in IWN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.45M in Q4 2023. 228 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Hoxton Planning & Management held 1,404 shares of iShares Russell 2000 Value ETF worth $311K as of Q2 2026.
  • Hoxton Planning & Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #173 holding.
  • Hoxton Planning & Management first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Hoxton Planning & Management's iShares Russell 2000 Value ETF position peaked at $1.45M in Q4 2023.
  • 228 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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