Tarbox Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Sell |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $443K | Hold |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $718K | Hold |
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|
2023
Q2 | $746K | Hold |
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|
2023
Q1 | $726K | Hold |
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|
2022
Q4 | $734K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $852K | Hold |
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|
2021
Q4 | $877K | Hold |
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|
2021
Q3 | $846K | Hold |
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|
2021
Q2 | $875K | Hold |
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|
2021
Q1 | $842K | Hold |
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|
2020
Q4 | $696K | Hold |
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|
2020
Q3 | $524K | Hold |
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|
2020
Q2 | $515K | Hold |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $694K | Hold |
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|
2019
Q3 | $645K | Buy |
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|
2019
Q2 | $636K | Hold |
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|
2019
Q1 | $633K | Hold |
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|
2018
Q4 | $568K | Hold |
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|
2018
Q3 | $702K | Hold |
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|
2018
Q2 | $697K | Hold |
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|
2018
Q1 | $644K | Hold |
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|
2017
Q4 | $664K | Hold |
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|
2017
Q3 | $655K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $11K | Buy |
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