Hoxton Planning & Management, LLC IWR Holdings History
Hoxton Planning & Management, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 90,114.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $7.67 Mil. This investment constitutes 2.92% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2022Q4. And since then Hoxton Planning & Management, LLC has made 5 purchases of IWR, at an average price of $71.59, for a total of 103,106.00 shares. In addition, there have been 3 sales at an average price of $79.14 for 12,992.00 shares. Based on historical transaction data and IWR's current price of $91.97, Hoxton Planning & Management, LLC's estimated gain on his IWR holdings is $1.93 Mil, reflecting a 26.20% gain to date.
Hoxton Planning & Management, LLC IWR ($91.97) Holding Chart
Hoxton Planning & Management, LLC IWR ($91.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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