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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
Q2 		$9.82M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3% in Q2 2026, selling an estimated $287K and leaving 88,997 shares worth $9.82M. The position accounts for 2.56% of the portfolio, ranked #5.

Hoxton Planning & Management first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Hoxton Planning & Management held 88,997 shares of iShares Russell Mid-Cap ETF worth $9.82M as of Q2 2026.
  • Hoxton Planning & Management sold 2,728 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $287K.
  • iShares Russell Mid-Cap ETF made up 2.56% of Hoxton Planning & Management's portfolio in Q2 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 15 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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