Biltmore Family Office’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	4,674	–	–	0.07%	159
2026 Q1	$470K	Hold	4,674	–	–	0.07%	164
2025 Q4	$453K	Hold	4,674	–	–	0.06%	157
2025 Q3	$448K	Hold	4,674	–	–	0.06%	148
2025 Q2	$425K	Hold	4,674	–	–	0.07%	138
2025 Q1	$389K	Hold	4,674	–	–	0.07%	153
2024 Q4	$425K	Sell	4,674 -904	-16%	-$85.1K	0.07%	133
2024 Q3	$513K	Buy	+5,578	New	+$499K	0.09%	128

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Biltmore Family Office's IJK Position: Q2 2026 in Review

Biltmore Family Office held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,674 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #159.

Biltmore Family Office first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Biltmore Family Office held 4,674 shares of iShares S&P Mid-Cap 400 Growth ETF worth $549K as of Q2 2026.
Biltmore Family Office left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Biltmore Family Office's portfolio in Q2 2026, its #159 holding.
Biltmore Family Office first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.