Tarbox Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tarbox Family Office’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Sell	20,298 -2	-0%	-$241	0.36%	26
2026 Q1	$2.16M	Hold	20,300	–	–	0.35%	26
2025 Q4	$2.4M	Sell	20,300 -1,496	-7%	-$177K	0.39%	23
2025 Q3	$2.55M	Hold	21,796	–	–	0.37%	24
2025 Q2	$2.31M	Hold	21,796	–	–	0.35%	26
2025 Q1	$1.97M	Hold	21,796	–	–	0.33%	27
2024 Q4	$2.19M	Buy	21,796 +4	+0%	+$393	0.36%	27
2024 Q3	$2.05M	Buy	21,792 +4	+0%	+$363	0.34%	26
2024 Q2	$1.99M	Sell	21,788 -5,904	-21%	-$504K	0.35%	25
2024 Q1	$2.33M	Sell	27,692 -12	-0%	-$967	0.41%	25
2023 Q4	$2.1M	Buy	27,704 +12	+0%	+$849	0.41%	26
2023 Q3	$1.84M	Hold	27,692	–	–	0.38%	27
2023 Q2	$1.9M	Sell	27,692 -5,196	-16%	-$330K	0.37%	28
2023 Q1	$2.01M	Hold	32,888	–	–	0.41%	26
2022 Q4	$1.76M	Hold	32,888	–	–	0.39%	27
2022 Q3	$1.8M	Hold	32,888	–	–	0.43%	24
2022 Q2	$1.8M	Buy	32,888 +4	+0%	+$240	0.4%	30
2022 Q1	$2.28M	Buy	32,884 +4	+0%	+$273	0.46%	24
2021 Q4	$2.51M	Sell	32,880 -3,764	-10%	-$279K	0.43%	22
2021 Q3	$2.51M	Buy	36,644 +4	+0%	+$283	0.46%	22
2021 Q2	$2.49M	Hold	36,640	–	–	0.44%	23
2021 Q1	$2.23M	Hold	36,640	–	–	0.44%	24
2020 Q4	$2.21M	Hold	36,640	–	–	0.46%	22
2020 Q3	$1.99M	Sell	36,640 -368	-1%	-$19.4K	0.48%	22
2020 Q2	$1.78M	Buy	37,008 +3,872	+12%	+$171K	0.46%	25
2020 Q1	$1.25M	Buy	33,136 +1,816	+6%	+$78.3K	0.4%	26
2019 Q4	$1.38M	Sell	31,320 -268	-0.8%	-$11.2K	0.38%	22
2019 Q3	$1.26M	Buy	31,588 +1,892	+6%	+$75.9K	0.38%	21
2019 Q2	$1.17M	Hold	29,696	–	–	0.37%	24
2019 Q1	$1.12M	Hold	29,696	–	–	0.41%	22
2018 Q4	$972K	Sell	29,696 -172	-0.6%	-$6.06K	0.4%	21
2018 Q3	$1.17M	Sell	29,868 -900	-3%	-$34.1K	0.42%	20
2018 Q2	$1.11M	Hold	30,768	–	–	0.43%	21
2018 Q1	$1.05M	Sell	30,768 -332	-1%	-$11.6K	0.4%	21
2017 Q4	$1.05M	Buy	31,100 +4,484	+17%	+$147K	0.42%	22
2017 Q3	$832K	Buy	26,616 +25,120	+1,679%	+$769K	0.36%	20
2017 Q2	$45K	Hold	1,496	–	–	0.02%	152
2017 Q1	$43K	Hold	1,496	–	–	0.02%	140
2016 Q4	$39K	Hold	1,496	–	–	0.02%	125
2016 Q3	$39K	Hold	1,496	–	–	0.03%	119
2016 Q2	$38K	Sell	1,496 -1,240	-45%	-$31K	0.03%	119
2016 Q1	$68K	Buy	2,736 +1,736	+174%	+$41K	0.05%	92
2015 Q4	$25K	Hold	1,000	–	–	0.02%	136
2015 Q3	$23K	Hold	1,000	–	–	0.02%	137
2015 Q2	$25K	Hold	1,000	–	–	0.02%	135
2015 Q1	$25K	Hold	1,000	–	–	0.02%	136
2014 Q4	$24K	Hold	1,000	–	–	0.02%	146
2014 Q3	$23K	Buy	+1,000	New	+$22.9K	0.02%	150

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tarbox Family Office's IWF Position: Q2 2026 in Review

Tarbox Family Office reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $241 and leaving 20,298 shares worth $2.52M. The position accounts for 0.36% of the portfolio, ranked #26.

Tarbox Family Office first reported a position in IWF in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.55M in Q3 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tarbox Family Office held 20,298 shares of iShares Russell 1000 Growth ETF worth $2.52M as of Q2 2026.
Tarbox Family Office sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.36% of Tarbox Family Office's portfolio in Q2 2026, its #26 holding.
Tarbox Family Office first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
Tarbox Family Office's iShares Russell 1000 Growth ETF position peaked at $2.55M in Q3 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.