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

Hoxton Planning & Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$735K Sell
1,865
-8
-0.4% -$2.92K 0.19% 88
2026
Q1 		$588K Sell
1,873
-14
-0.7% -$4.66K 0.18% 99
2025
Q4 		$610K Sell
1,887
-129
-6% -$42K 0.18% 96
2025
Q3 		$645K Buy
2,016
+67
+3% +$20.2K 0.21% 87
2025
Q2 		$557K Sell
1,949
-369
-16% -$97.1K 0.19% 95
2025
Q1 		$592K Sell
2,318
-964
-29% -$272K 0.23% 85
2024
Q4 		$945K Sell
3,282
-47
-1% -$13.9K 0.36% 51
2024
Q3 		$945K Sell
3,329
-94
-3% -$25.7K 0.37% 45
2024
Q2 		$899K Sell
3,423
-287
-8% -$74.5K 0.42% 41
2024
Q1 		$1M Sell
3,710
-29
-0.8% -$7.41K 0.48% 37
2023
Q4 		$943K Buy
+3,739
New +$843K 0.5% 38

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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

Hoxton Planning & Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.43% in Q2 2026, selling an estimated $2.92K and leaving 1,865 shares worth $735K. The position accounts for 0.19% of the portfolio, ranked #88.

Hoxton Planning & Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q1 2024. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Hoxton Planning & Management held 1,865 shares of iShares Russell 2000 Growth ETF worth $735K as of Q2 2026.
  • Hoxton Planning & Management sold 8 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.92K.
  • iShares Russell 2000 Growth ETF made up 0.19% of Hoxton Planning & Management's portfolio in Q2 2026, its #88 holding.
  • Hoxton Planning & Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Hoxton Planning & Management's iShares Russell 2000 Growth ETF position peaked at $1M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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