Hoxton Planning & Management, LLC Ishares Russell Mid Cap ETF Transaction History

Hoxton Planning & Management, LLC

$300 Million
Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 88,266 shares of IWR stock, worth $8.35 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

88,266

Previous 91,969 4.03%

Holding current value

$8.35 Million

Previous $8.46 Million 0.76%

% of portfolio

2.84%

Previous 3.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$92.26 - $97.51 $341,638 - $361,079	-3,703 Reduced 4.03%	88,266 $8.52 Million
Q2 2025 Aug 06, 2025	BUY	$74.88 - $91.97 $138,902 - $170,604	1,855 Added 2.06%	91,969 $8.46 Million
Q1 2025 May 08, 2025	SELL	$82.81 - $92.93 $478,393 - $536,856	-5,777 Reduced 6.02%	90,114 $7.67 Million
Q4 2024 Sep 08, 2025	SELL	$87.25 - $95.52 $85,417 - $93,514	-979 Reduced 1.06%	90,990 $8.04 Million
Q3 2024 Oct 08, 2024	BUY	$79.92 - $88.19 $1.73 Million - $1.9 Million	21,595 Added 29.07%	95,891 $8.45 Million

Q2 2024 Jul 18, 2024	BUY	$78.66 - $83.59 $57,028 - $60,602	725 Added 0.99%	74,296 $6.02 Million
Q1 2024 Apr 12, 2024	SELL	$75.37 - $84.09 $44,242 - $49,360	-587 Reduced 0.79%	73,571 $6.19 Million
Q4 2023 Jan 30, 2024	BUY	$64.84 - $78.27 $57,902 - $69,895	893 Added 1.22%	74,158 $5.76 Million
Q3 2023 Oct 26, 2023	BUY	$68.54 - $75.91 $270,801 - $299,920	3,951 Added 5.7%	73,265 $5.07 Million
Q2 2023 Jul 20, 2023	BUY	$67.49 - $73.03 $1.52 Million - $1.64 Million	22,457 Added 47.93%	69,314 $5.06 Billion
Q1 2023 May 15, 2023	SELL	$66.27 - $75.04 $439,237 - $497,365	-6,628 Reduced 12.39%	46,857 $3.28 Billion
Q4 2022 Jan 25, 2023	BUY	$62.09 - $71.89 $3.32 Million - $3.85 Million	53,485 New	53,485 $3.61 Billion

Others Institutions Holding IWR

# of Institutions

1,633

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Hoxton Planning & Management, LLC Ishares Russell Mid Cap ETF Transaction History