Tarbox Family Office’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Sell |
87,280
-2,916
| -3% | -$752K | 3.52% | 8 |
|
|
2025
Q4 | $22.2M | Sell |
90,196
-10,558
| -10% | -$2.6M | 3.57% | 8 |
|
|
2025
Q3 | $24.4M | Sell |
100,754
-10,895
| -10% | -$2.5M | 3.58% | 6 |
|
|
2025
Q2 | $24.1M | Sell |
111,649
-478
| -0.4% | -$96.2K | 3.62% | 6 |
|
|
2025
Q1 | $22.4M | Sell |
112,127
-1,043
| -0.9% | -$226K | 3.72% | 5 |
|
|
2024
Q4 | $25M | Buy |
113,170
+115
| +0.1% | +$26.2K | 4.12% | 5 |
|
|
2024
Q3 | $25M | Sell |
113,055
-1,208
| -1% | -$258K | 4.09% | 5 |
|
|
2024
Q2 | $23.2M | Sell |
114,263
-1,292
| -1% | -$261K | 4.09% | 5 |
|
|
2024
Q1 | $24.3M | Sell |
115,555
-507
| -0.4% | -$101K | 4.27% | 5 |
|
|
2023
Q4 | $23.3M | Sell |
116,062
-7,056
| -6% | -$1.26M | 4.53% | 5 |
|
|
2023
Q3 | $21.8M | Sell |
123,118
-752
| -0.6% | -$141K | 4.51% | 5 |
|
|
2023
Q2 | $23.2M | Sell |
123,870
-2,555
| -2% | -$456K | 4.51% | 5 |
|
|
2023
Q1 | $22.6M | Sell |
126,425
-1,224
| -1% | -$225K | 4.56% | 5 |
|
|
2022
Q4 | $22.3M | Buy |
127,649
+824
| +0.6% | +$147K | 4.88% | 5 |
|
|
2022
Q3 | $21.5M | Hold |
126,825
| – | – | 5.09% | 5 |
|
|
2022
Q2 | $21.5M | Buy |
126,825
+523
| +0.4% | +$96.4K | 4.82% | 5 |
|
|
2022
Q1 | $25.9M | Sell |
126,302
-3,224
| -2% | -$658K | 5.26% | 5 |
|
|
2021
Q4 | $28.8M | Sell |
129,526
-899
| -0.7% | -$203K | 4.96% | 6 |
|
|
2021
Q3 | $28.5M | Sell |
130,425
-5,801
| -4% | -$1.29M | 5.22% | 6 |
|
|
2021
Q2 | $31.2M | Sell |
136,226
-3,444
| -2% | -$774K | 5.58% | 5 |
|
|
2021
Q1 | $30.9M | Sell |
139,670
-1,676
| -1% | -$366K | 6.07% | 5 |
|
|
2020
Q4 | $27.7M | Sell |
141,346
-1,824
| -1% | -$319K | 5.79% | 5 |
|
|
2020
Q3 | $21.4M | Sell |
143,170
-2,921
| -2% | -$439K | 5.22% | 6 |
|
|
2020
Q2 | $20.9M | Buy |
146,091
+15,535
| +12% | +$2.04M | 5.41% | 6 |
|
|
2020
Q1 | $14.9M | Buy |
130,556
+77,426
| +146% | +$11.5M | 4.84% | 6 |
|
|
2019
Q4 | $8.8M | Sell |
53,130
-73
| -0.1% | -$11.5K | 2.4% | 9 |
|
|
2019
Q3 | $8.05M | Buy |
53,203
+92
| +0.2% | +$14K | 2.45% | 9 |
|
|
2019
Q2 | $8.26M | Buy |
53,111
+680
| +1% | +$105K | 2.58% | 8 |
|
|
2019
Q1 | $8.03M | Sell |
52,431
-128
| -0.2% | -$19.2K | 2.93% | 6 |
|
|
2018
Q4 | $7.04M | Sell |
52,559
-3,083
| -6% | -$460K | 2.92% | 6 |
|
|
2018
Q3 | $9.38M | Sell |
55,642
-180
| -0.3% | -$30.4K | 3.39% | 4 |
|
|
2018
Q2 | $9.14M | Sell |
55,822
-2,341
| -4% | -$374K | 3.52% | 5 |
|
|
2018
Q1 | $8.83M | Sell |
58,163
-676
| -1% | -$104K | 3.41% | 5 |
|
|
2017
Q4 | $8.97M | Buy |
58,839
+1,833
| +3% | +$275K | 3.56% | 5 |
|
|
2017
Q3 | $8.45M | Sell |
57,006
-31,204
| -35% | -$4.39M | 3.7% | 5 |
|
|
2017
Q2 | $12.4M | Sell |
88,210
-3,155
| -3% | -$437K | 6.13% | 3 |
|
|
2017
Q1 | $12.6M | Sell |
91,365
-444
| -0.5% | -$60.7K | 6.49% | 3 |
|
|
2016
Q4 | $12.4M | Buy |
91,809
+3,422
| +4% | +$437K | 7.11% | 3 |
|
|
2016
Q3 | $11M | Sell |
88,387
-1,299
| -1% | -$158K | 7.07% | 4 |
|
|
2016
Q2 | $10.3M | Sell |
89,686
-29
| -0% | -$3.27K | 7.4% | 4 |
|
|
2016
Q1 | $9.93M | Buy |
89,715
+2,551
| +3% | +$264K | 7.51% | 4 |
|
|
2015
Q4 | $9.82M | Buy |
87,164
+876
| +1% | +$101K | 7.98% | 4 |
|
|
2015
Q3 | $9.42M | Sell |
86,288
-3,354
| -4% | -$398K | 8.62% | 3 |
|
|
2015
Q2 | $11.2M | Buy |
89,642
+1,333
| +2% | +$167K | 9.71% | 3 |
|
|
2015
Q1 | $11M | Buy |
88,309
+7,292
| +9% | +$879K | 9.65% | 3 |
|
|
2014
Q4 | $9.69M | Buy |
81,017
+4,712
| +6% | +$539K | 8.96% | 2 |
|
|
2014
Q3 | $8.34M | Buy |
76,305
+635
| +0.8% | +$72.7K | 7.53% | 2 |
|
|
2014
Q2 | $8.99M | Sell |
75,670
-5,848
| -7% | -$664K | 8.02% | 2 |
|
|
2014
Q1 | $9.37M | Sell |
81,518
-1,855
| -2% | -$214K | 8.34% | 2 |
|
|
2013
Q4 | $9.62M | Buy |
+83,373
| New | +$9.21M | 8.02% | 2 |
|
Other funds holding IWM
Tarbox Family Office's IWM Position: Q1 2026 in Review
Tarbox Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q1 2026, selling an estimated $752K and leaving 87,280 shares worth $21.6M. The position accounts for 3.52% of the portfolio, ranked #8.
Tarbox Family Office first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $31.2M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Tarbox Family Office held 87,280 shares of iShares Russell 2000 ETF worth $21.6M as of Q1 2026.
- Tarbox Family Office sold 2,916 iShares Russell 2000 ETF shares in Q1 2026, an estimated $752K.
- iShares Russell 2000 ETF made up 3.52% of Tarbox Family Office's portfolio in Q1 2026, its #8 holding.
- Tarbox Family Office first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
- Tarbox Family Office's iShares Russell 2000 ETF position peaked at $31.2M in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.