Biltmore Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Biltmore Family Office’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Sell	33,869 -920	-3%	-$57.1K	0.35%	55
2025 Q1	$2.03M	Buy	34,789 +140	+0.4%	+$8.17K	0.35%	55
2024 Q4	$2.16M	Sell	34,649 -9,456	-21%	-$589K	0.36%	50
2024 Q3	$2.75M	Sell	44,105 -1,836	-4%	-$114K	0.47%	44
2024 Q2	$2.69M	Sell	45,941 -2,040	-4%	-$119K	0.49%	43
2024 Q1	$2.91M	Sell	47,981 -409	-0.8%	-$24.8K	0.57%	33
2023 Q4	$2.68M	Sell	48,390 -345	-0.7%	-$19.1K	0.55%	33
2023 Q3	$2.44M	Sell	48,735 -205	-0.4%	-$10.3K	0.55%	31
2023 Q2	$2.56M	Buy	48,940 +7,405	+18%	+$387K	0.54%	29
2023 Q1	$2.08M	Sell	41,535 -4,460	-10%	-$223K	0.44%	37
2022 Q4	$2.23M	Sell	45,995 -3,310	-7%	-$160K	0.46%	32
2022 Q3	$2.16M	Buy	49,305 +1,810	+4%	+$79.4K	0.5%	31
2022 Q2	$2.15M	Buy	47,495 +2,595	+6%	+$117K	0.54%	32
2022 Q1	$2.41M	Buy	44,900 +7,655	+21%	+$411K	0.52%	36
2021 Q4	$2.11M	Buy	37,245 +3,650	+11%	+$207K	0.4%	49
2021 Q3	$1.77M	Buy	33,595 +2,155	+7%	+$113K	0.43%	43
2021 Q2	$1.69M	Buy	31,440 +560	+2%	+$30.1K	0.48%	34
2021 Q1	$1.61M	Buy	30,880 +760	+3%	+$39.6K	0.5%	33
2020 Q4	$1.38M	Sell	30,120 -3,245	-10%	-$149K	0.42%	38
2020 Q3	$1.24M	Sell	33,365 -17,520	-34%	-$650K	0.69%	34
2020 Q2	$1.81M	Sell	50,885 -27,520	-35%	-$979K	1.09%	21
2020 Q1	$2.26M	Sell	78,405 -10,855	-12%	-$312K	1.48%	20
2019 Q4	$3.67M	Sell	89,260 -1,370	-2%	-$56.4K	1.48%	18
2019 Q3	$3.5M	Buy	90,630 +6,460	+8%	+$250K	1.51%	16
2019 Q2	$3.27M	Sell	84,170 -3,515	-4%	-$137K	1.77%	19
2019 Q1	$3.32M	Buy	87,685 +4,190	+5%	+$159K	1.69%	18
2018 Q4	$2.77M	Buy	83,495 +8,325	+11%	+$276K	1.57%	20
2018 Q3	$3.04M	Buy	75,170 +7,650	+11%	+$309K	1.45%	23
2018 Q2	$2.64M	Buy	67,520 +5,075	+8%	+$199K	1.31%	24
2018 Q1	$2.34M	Buy	62,445 +8,210	+15%	+$308K	1.04%	32
2017 Q4	$2.06M	Buy	+54,235	New	+$2.06M	0.93%	36