Tarbox Family Office, Inc. IWM Holdings History
Tarbox Family Office, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Tarbox Family Office, Inc. held 112,127.00 shares of iShares Russell 2000 ETF(IWM), totaling $22.37 Mil. This investment constitutes 3.72% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then Tarbox Family Office, Inc. has made 12 purchases of IWM, at an average price of $130.93, for a total of 191,561.00 shares. In addition, there have been 23 sales at an average price of $170.78 for 79,434.00 shares. Based on historical transaction data and IWM's current price of $223.27, Tarbox Family Office, Inc.'s estimated gain on his IWM holdings is $13.52 Mil, reflecting a 53.91% gain to date.
Tarbox Family Office, Inc. IWM ($223.27) Holding Chart
Tarbox Family Office, Inc. IWM ($223.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
