A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 2,251 shares of IWM stock, worth $534,567. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,251
Previous 2,450 8.12%
Holding current value
$534,567
Previous $528,000 3.03%
% of portfolio
0.18%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$214.92 - $244.84 $42,769 - $48,723
-199 Reduced 8.12%
2,251 $544,000
Q2 2025

Aug 06, 2025

SELL
$174.82 - $215.79 $7,866 - $9,710
-45 Reduced 1.8%
2,450 $528,000
Q1 2025

May 08, 2025

SELL
$198.1 - $229.79 $129,557 - $150,282
-654 Reduced 20.77%
2,495 $497,000
Q4 2024

Sep 08, 2025

BUY
$216.13 - $242.4 $151,074 - $169,437
699 Added 28.53%
3,149 $695,000
Q3 2024

Oct 08, 2024

BUY
$200.87 - $224.6 $632,539 - $707,265
3,149 New
3,149 $695,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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