Tarbox Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,175
| Closed | -$239K | – | 113 |
|
|
2025
Q3 | $239K | Hold |
1,175
| – | – | 0.04% | 111 |
|
|
2025
Q2 | $228K | Buy |
+1,175
| New | +$218K | 0.03% | 113 |
|
|
2024
Q2 | – | Sell |
-6,876
| Closed | -$1.23M | – | 105 |
|
|
2024
Q1 | $1.23M | Sell |
6,876
-2
| -0% | -$338 | 0.22% | 32 |
|
|
2023
Q4 | $1.14M | Buy |
6,878
+10
| +0.1% | +$1.54K | 0.22% | 33 |
|
|
2023
Q3 | $1.04M | Hold |
6,868
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $1.08M | Buy |
6,868
+2
| +0% | +$306 | 0.21% | 35 |
|
|
2023
Q1 | $1.05M | Hold |
6,866
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $1.04M | Hold |
6,866
| – | – | 0.23% | 34 |
|
|
2022
Q3 | $995K | Hold |
6,866
| – | – | 0.24% | 32 |
|
|
2022
Q2 | $995K | Buy |
6,866
+1
| +0% | +$156 | 0.22% | 35 |
|
|
2022
Q1 | $1.14M | Buy |
6,865
+2
| +0% | +$328 | 0.23% | 31 |
|
|
2021
Q4 | $1.15M | Sell |
6,863
-265
| -4% | -$43.4K | 0.2% | 37 |
|
|
2021
Q3 | $1.12M | Buy |
7,128
+3
| +0% | +$481 | 0.2% | 38 |
|
|
2021
Q2 | $1.13M | Hold |
7,125
| – | – | 0.2% | 43 |
|
|
2021
Q1 | $1.08M | Hold |
7,125
| – | – | 0.21% | 38 |
|
|
2020
Q4 | $974K | Hold |
7,125
| – | – | 0.2% | 37 |
|
|
2020
Q3 | $842K | Hold |
7,125
| – | – | 0.21% | 37 |
|
|
2020
Q2 | $802K | Hold |
7,125
| – | – | 0.21% | 35 |
|
|
2020
Q1 | $707K | Buy |
7,125
+584
| +9% | +$72.8K | 0.23% | 33 |
|
|
2019
Q4 | $893K | Hold |
6,541
| – | – | 0.24% | 31 |
|
|
2019
Q3 | $839K | Buy |
6,541
+486
| +8% | +$61.8K | 0.26% | 27 |
|
|
2019
Q2 | $770K | Hold |
6,055
| – | – | 0.24% | 31 |
|
|
2019
Q1 | $748K | Hold |
6,055
| – | – | 0.27% | 31 |
|
|
2018
Q4 | $672K | Hold |
6,055
| – | – | 0.28% | 30 |
|
|
2018
Q3 | $767K | Hold |
6,055
| – | – | 0.28% | 28 |
|
|
2018
Q2 | $735K | Hold |
6,055
| – | – | 0.28% | 27 |
|
|
2018
Q1 | $726K | Hold |
6,055
| – | – | 0.28% | 26 |
|
|
2017
Q4 | $753K | Hold |
6,055
| – | – | 0.3% | 28 |
|
|
2017
Q3 | $718K | Buy |
+6,055
| New | +$706K | 0.31% | 24 |
|
|
2016
Q3 | – | Sell |
-226
| Closed | -$23K | – | 558 |
|
|
2016
Q2 | $23K | Sell |
226
-213
| -49% | -$21.5K | 0.02% | 152 |
|
|
2016
Q1 | $43K | Buy |
+439
| New | +$41.1K | 0.03% | 120 |
|
|
2014
Q4 | – | Sell |
-8
| Closed | -$1K | – | 560 |
|
|
2014
Q3 | $1K | Buy |
+8
| New | +$810 | ﹤0.01% | 468 |
|
Other funds holding IWD
Tarbox Family Office's IWD Position: Q4 2025 in Review
Tarbox Family Office sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,175 shares — an estimated $239K sold.
Tarbox Family Office first reported a position in IWD in Q3 2014 and held it in 32 quarters. The position peaked at $1.23M in Q1 2024. 1,908 funds tracked by Wall St. Rank hold IWD as of Q4 2025.
- Tarbox Family Office reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
- Tarbox Family Office sold 1,175 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $239K.
- Tarbox Family Office first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 32 quarters.
- Tarbox Family Office's iShares Russell 1000 Value ETF position peaked at $1.23M in Q1 2024.
- 1,908 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.
Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.