Biltmore Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.26M | Buy |
48,344
+12,400
| +34% | +$860K | 0.46% | 45 |
|
|
2025
Q4 | $2.37M | Buy |
35,944
+2,105
| +6% | +$138K | 0.33% | 61 |
|
|
2025
Q3 | $2.21M | Sell |
33,839
-30
| -0.1% | -$1.93K | 0.31% | 63 |
|
|
2025
Q2 | $2.1M | Sell |
33,869
-920
| -3% | -$54K | 0.35% | 55 |
|
|
2025
Q1 | $2.03M | Buy |
34,789
+140
| +0.4% | +$8.69K | 0.35% | 55 |
|
|
2024
Q4 | $2.16M | Sell |
34,649
-9,456
| -21% | -$606K | 0.36% | 50 |
|
|
2024
Q3 | $2.75M | Sell |
44,105
-1,836
| -4% | -$111K | 0.47% | 44 |
|
|
2024
Q2 | $2.69M | Sell |
45,941
-2,040
| -4% | -$120K | 0.49% | 43 |
|
|
2024
Q1 | $2.91M | Sell |
47,981
-409
| -0.8% | -$23.2K | 0.57% | 33 |
|
|
2023
Q4 | $2.68M | Sell |
48,390
-345
| -0.7% | -$17.5K | 0.55% | 33 |
|
|
2023
Q3 | $2.44M | Sell |
48,735
-205
| -0.4% | -$10.7K | 0.55% | 31 |
|
|
2023
Q2 | $2.56M | Buy |
48,940
+7,405
| +18% | +$368K | 0.54% | 29 |
|
|
2023
Q1 | $2.08M | Sell |
41,535
-4,460
| -10% | -$227K | 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% | +$87.5K | 0.5% | 31 |
|
|
2022
Q2 | $2.15M | Buy |
47,495
+2,595
| +6% | +$128K | 0.54% | 32 |
|
|
2022
Q1 | $2.41M | Buy |
44,900
+7,655
| +21% | +$408K | 0.52% | 36 |
|
|
2021
Q4 | $2.11M | Buy |
37,245
+3,650
| +11% | +$203K | 0.4% | 49 |
|
|
2021
Q3 | $1.77M | Buy |
33,595
+2,155
| +7% | +$116K | 0.43% | 43 |
|
|
2021
Q2 | $1.69M | Buy |
31,440
+560
| +2% | +$30.2K | 0.48% | 34 |
|
|
2021
Q1 | $1.61M | Buy |
30,880
+760
| +3% | +$38K | 0.5% | 33 |
|
|
2020
Q4 | $1.38M | Sell |
30,120
-3,245
| -10% | -$137K | 0.42% | 38 |
|
|
2020
Q3 | $1.24M | Sell |
33,365
-17,520
| -34% | -$655K | 0.69% | 34 |
|
|
2020
Q2 | $1.81M | Sell |
50,885
-27,520
| -35% | -$914K | 1.09% | 21 |
|
|
2020
Q1 | $2.26M | Sell |
78,405
-10,855
| -12% | -$404K | 1.48% | 20 |
|
|
2019
Q4 | $3.67M | Sell |
89,260
-1,370
| -2% | -$54.3K | 1.48% | 18 |
|
|
2019
Q3 | $3.5M | Buy |
90,630
+6,460
| +8% | +$248K | 1.51% | 16 |
|
|
2019
Q2 | $3.27M | Sell |
84,170
-3,515
| -4% | -$135K | 1.77% | 19 |
|
|
2019
Q1 | $3.32M | Buy |
87,685
+4,190
| +5% | +$155K | 1.69% | 18 |
|
|
2018
Q4 | $2.77M | Buy |
83,495
+8,325
| +11% | +$304K | 1.57% | 20 |
|
|
2018
Q3 | $3.04M | Buy |
75,170
+7,650
| +11% | +$307K | 1.45% | 23 |
|
|
2018
Q2 | $2.64M | Buy |
67,520
+5,075
| +8% | +$196K | 1.31% | 24 |
|
|
2018
Q1 | $2.34M | Buy |
62,445
+8,210
| +15% | +$314K | 1.04% | 32 |
|
|
2017
Q4 | $2.06M | Buy |
+54,235
| New | +$2.01M | 0.93% | 36 |
|
Other funds holding IJH
Biltmore Family Office's IJH Position: Q1 2026 in Review
Biltmore Family Office increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 34% in Q1 2026, buying an estimated $860K and bringing the position to 48,344 shares worth $3.26M. The position accounts for 0.46% of the portfolio, ranked #45.
Biltmore Family Office first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.67M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Biltmore Family Office held 48,344 shares of iShares Core S&P Mid-Cap ETF worth $3.26M as of Q1 2026.
- Biltmore Family Office bought 12,400 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $860K.
- iShares Core S&P Mid-Cap ETF made up 0.46% of Biltmore Family Office's portfolio in Q1 2026, its #45 holding.
- Biltmore Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's iShares Core S&P Mid-Cap ETF position peaked at $3.67M in Q4 2019.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.