TFO
Tarbox Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Hold |
5,449
| – | – | 0.35% | 26 |
|
|
2025
Q1 | $1.97M | Hold |
5,449
| – | – | 0.33% | 27 |
|
|
2024
Q4 | $2.19M | Buy |
5,449
+1
| +0% | +$402 | 0.36% | 27 |
|
|
2024
Q3 | $2.05M | Buy |
5,448
+1
| +0% | +$375 | 0.34% | 26 |
|
|
2024
Q2 | $1.99M | Sell |
5,447
-1,476
| -21% | -$538K | 0.35% | 25 |
|
|
2024
Q1 | $2.33M | Sell |
6,923
-3
| -0% | -$1.01K | 0.41% | 25 |
|
|
2023
Q4 | $2.1M | Buy |
6,926
+3
| +0% | +$909 | 0.41% | 26 |
|
|
2023
Q3 | $1.84M | Hold |
6,923
| – | – | 0.38% | 27 |
|
|
2023
Q2 | $1.9M | Sell |
6,923
-1,299
| -16% | -$357K | 0.37% | 28 |
|
|
2023
Q1 | $2.01M | Hold |
8,222
| – | – | 0.41% | 26 |
|
|
2022
Q4 | $1.76M | Hold |
8,222
| – | – | 0.39% | 27 |
|
|
2022
Q3 | $1.8M | Hold |
8,222
| – | – | 0.43% | 24 |
|
|
2022
Q2 | $1.8M | Buy |
8,222
+1
| +0% | +$219 | 0.4% | 30 |
|
|
2022
Q1 | $2.28M | Buy |
8,221
+1
| +0% | +$278 | 0.46% | 24 |
|
|
2021
Q4 | $2.51M | Sell |
8,220
-941
| -10% | -$288K | 0.43% | 22 |
|
|
2021
Q3 | $2.51M | Buy |
9,161
+1
| +0% | +$274 | 0.46% | 22 |
|
|
2021
Q2 | $2.49M | Hold |
9,160
| – | – | 0.44% | 23 |
|
|
2021
Q1 | $2.23M | Hold |
9,160
| – | – | 0.44% | 24 |
|
|
2020
Q4 | $2.21M | Hold |
9,160
| – | – | 0.46% | 22 |
|
|
2020
Q3 | $1.99M | Sell |
9,160
-92
| -1% | -$20K | 0.48% | 22 |
|
|
2020
Q2 | $1.78M | Buy |
9,252
+968
| +12% | +$186K | 0.46% | 25 |
|
|
2020
Q1 | $1.25M | Buy |
8,284
+454
| +6% | +$68.4K | 0.4% | 26 |
|
|
2019
Q4 | $1.38M | Sell |
7,830
-67
| -0.8% | -$11.8K | 0.38% | 22 |
|
|
2019
Q3 | $1.26M | Buy |
7,897
+473
| +6% | +$75.5K | 0.38% | 21 |
|
|
2019
Q2 | $1.17M | Hold |
7,424
| – | – | 0.37% | 24 |
|
|
2019
Q1 | $1.12M | Hold |
7,424
| – | – | 0.41% | 22 |
|
|
2018
Q4 | $972K | Sell |
7,424
-43
| -0.6% | -$5.63K | 0.4% | 21 |
|
|
2018
Q3 | $1.17M | Sell |
7,467
-225
| -3% | -$35.1K | 0.42% | 20 |
|
|
2018
Q2 | $1.11M | Hold |
7,692
| – | – | 0.43% | 21 |
|
|
2018
Q1 | $1.05M | Sell |
7,692
-83
| -1% | -$11.3K | 0.4% | 21 |
|
|
2017
Q4 | $1.05M | Buy |
7,775
+1,121
| +17% | +$151K | 0.42% | 22 |
|
|
2017
Q3 | $832K | Buy |
6,654
+6,280
| +1,679% | +$785K | 0.36% | 20 |
|
|
2017
Q2 | $45K | Hold |
374
| – | – | 0.02% | 152 |
|
|
2017
Q1 | $43K | Hold |
374
| – | – | 0.02% | 140 |
|
|
2016
Q4 | $39K | Hold |
374
| – | – | 0.02% | 125 |
|
|
2016
Q3 | $39K | Hold |
374
| – | – | 0.03% | 119 |
|
|
2016
Q2 | $38K | Sell |
374
-310
| -45% | -$31.5K | 0.03% | 119 |
|
|
2016
Q1 | $68K | Buy |
684
+434
| +174% | +$43.1K | 0.05% | 92 |
|
|
2015
Q4 | $25K | Hold |
250
| – | – | 0.02% | 136 |
|
|
2015
Q3 | $23K | Hold |
250
| – | – | 0.02% | 137 |
|
|
2015
Q2 | $25K | Hold |
250
| – | – | 0.02% | 135 |
|
|
2015
Q1 | $25K | Hold |
250
| – | – | 0.02% | 136 |
|
|
2014
Q4 | $24K | Hold |
250
| – | – | 0.02% | 146 |
|
|
2014
Q3 | $23K | Buy |
+250
| New | +$23K | 0.02% | 150 |
|