Hoxton Planning & Management
IWR icon

Hoxton Planning & Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hoxton Planning & Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.28M Sell
86,972
-2,025
-2% -$224K 2.37% 5
2026
Q2 		$9.8M Sell
88,997
-2,728
-3% -$287K 2.56% 5
2026
Q1 		$8.92M Buy
91,725
+580
+0.6% +$57.9K 2.68% 5
2025
Q4 		$8.77M Buy
91,145
+2,879
+3% +$277K 2.62% 5
2025
Q3 		$8.52M Sell
88,266
-3,703
-4% -$351K 2.74% 4
2025
Q2 		$8.46M Buy
91,969
+1,855
+2% +$160K 2.92% 4
2025
Q1 		$7.67M Sell
90,114
-876
-1% -$78.1K 2.92% 3
2024
Q4 		$8.04M Sell
90,990
-4,901
-5% -$445K 3.07% 4
2024
Q3 		$8.45M Buy
95,891
+21,595
+29% +$1.82M 3.27% 3
2024
Q2 		$6.02M Buy
74,296
+725
+1% +$59K 2.8% 5
2024
Q1 		$6.19M Sell
73,571
-587
-0.8% -$46.5K 2.96% 3
2023
Q4 		$5.76M Buy
74,158
+893
+1% +$63.4K 3.05% 3
2023
Q3 		$5.07M Buy
73,265
+3,951
+6% +$288K 3.29% 4
2023
Q2 		$5.06M Buy
69,314
+22,457
+48% +$1.56M 3.13% 7
2023
Q1 		$3.28M Sell
46,857
-6,628
-12% -$468K 1.8% 12
2022
Q4 		$3.61M Buy
+53,485
New +$3.61M 1.92% 10

Other funds holding IWR

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q3 2026, selling an estimated $224K and leaving 86,972 shares worth $9.28M. The position accounts for 2.37% of the portfolio, ranked #5.

Hoxton Planning & Management first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.8M in Q2 2026. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Hoxton Planning & Management held 86,972 shares of iShares Russell Mid-Cap ETF worth $9.28M as of Q3 2026.
  • Hoxton Planning & Management sold 2,025 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $224K.
  • iShares Russell Mid-Cap ETF made up 2.37% of Hoxton Planning & Management's portfolio in Q3 2026, its #5 holding.
  • Hoxton Planning & Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Russell Mid-Cap ETF position peaked at $9.8M in Q2 2026.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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