Tarbox Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-478	Closed	-$48K	–	555
2022 Q1	$48K	Buy	478 +1	+0.2%	+$100	0.01%	182
2021 Q4	$55K	Hold	477	–	–	0.01%	213
2021 Q3	$53K	Buy	477 +1	+0.2%	+$115	0.01%	233
2021 Q2	$54K	Hold	476	–	–	0.01%	236
2021 Q1	$49K	Hold	476	–	–	0.01%	199
2020 Q4	$49K	Hold	476	–	–	0.01%	195
2020 Q3	$41K	Hold	476	–	–	0.01%	202
2020 Q2	$38K	Hold	476	–	–	0.01%	205
2020 Q1	$29K	Buy	+476	New	+$34.7K	0.01%	211
2014 Q1	–	Sell	-640	Closed	-$27K	–	520
2013 Q4	$27K	Buy	+640	New	+$25.9K	0.02%	177

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Tarbox Family Office's IWP Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 478 shares — an estimated $48K sold.

Tarbox Family Office first reported a position in IWP in Q4 2013 and held it in 10 quarters. The position peaked at $55K in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Tarbox Family Office reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 478 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $48K.
Tarbox Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 10 quarters.
Tarbox Family Office's iShares Russell Mid-Cap Growth ETF position peaked at $55K in Q4 2021.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.