Biltmore Family Office’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.09M | Buy |
40,929
+10,148
| +33% | +$1.29M | 0.71% | 30 |
|
|
2025
Q4 | $3.7M | Buy |
30,781
+223
| +0.7% | +$26.7K | 0.51% | 42 |
|
|
2025
Q3 | $3.63M | Sell |
30,558
-725
| -2% | -$83.4K | 0.52% | 39 |
|
|
2025
Q2 | $3.42M | Sell |
31,283
-214
| -0.7% | -$22.1K | 0.58% | 35 |
|
|
2025
Q1 | $3.29M | Sell |
31,497
-511
| -2% | -$57.7K | 0.56% | 35 |
|
|
2024
Q4 | $3.69M | Sell |
32,008
-8,553
| -21% | -$1.02M | 0.62% | 30 |
|
|
2024
Q3 | $4.74M | Sell |
40,561
-35
| -0.1% | -$3.95K | 0.81% | 20 |
|
|
2024
Q2 | $4.33M | Sell |
40,596
-60
| -0.1% | -$6.42K | 0.8% | 20 |
|
|
2024
Q1 | $4.49M | Sell |
40,656
-122
| -0.3% | -$13K | 0.89% | 20 |
|
|
2023
Q4 | $4.41M | Buy |
40,778
+1,739
| +4% | +$168K | 0.91% | 16 |
|
|
2023
Q3 | $3.7M | Buy |
39,039
+4,744
| +14% | +$474K | 0.84% | 17 |
|
|
2023
Q2 | $3.42M | Buy |
34,295
+7,555
| +28% | +$719K | 0.72% | 21 |
|
|
2023
Q1 | $2.59M | Buy |
26,740
+132
| +0.5% | +$13.2K | 0.55% | 32 |
|
|
2022
Q4 | $2.52M | Sell |
26,608
-2,827
| -10% | -$271K | 0.52% | 30 |
|
|
2022
Q3 | $2.57M | Buy |
29,435
+977
| +3% | +$94.9K | 0.59% | 28 |
|
|
2022
Q2 | $2.63M | Buy |
28,458
+1,619
| +6% | +$161K | 0.66% | 29 |
|
|
2022
Q1 | $2.9M | Buy |
26,839
+1,860
| +7% | +$201K | 0.62% | 28 |
|
|
2021
Q4 | $2.86M | Buy |
24,979
+2,289
| +10% | +$261K | 0.54% | 33 |
|
|
2021
Q3 | $2.48M | Buy |
22,690
+910
| +4% | +$100K | 0.6% | 27 |
|
|
2021
Q2 | $2.46M | Buy |
21,780
+11,374
| +109% | +$1.27M | 0.7% | 23 |
|
|
2021
Q1 | $1.13M | Buy |
10,406
+535
| +5% | +$56K | 0.35% | 46 |
|
|
2020
Q4 | $907K | Buy |
9,871
+2,528
| +34% | +$208K | 0.27% | 58 |
|
|
2020
Q3 | $516K | Sell |
7,343
-8,343
| -53% | -$598K | 0.29% | 79 |
|
|
2020
Q2 | $1.07M | Sell |
15,686
-38,702
| -71% | -$2.44M | 0.65% | 41 |
|
|
2020
Q1 | $3.05M | Sell |
54,388
-18,344
| -25% | -$1.37M | 2.01% | 10 |
|
|
2019
Q4 | $6.1M | Sell |
72,732
-1,195
| -2% | -$96.1K | 2.45% | 9 |
|
|
2019
Q3 | $5.75M | Buy |
73,927
+10,145
| +16% | +$786K | 2.49% | 7 |
|
|
2019
Q2 | $4.99M | Sell |
63,782
-2,093
| -3% | -$162K | 2.7% | 5 |
|
|
2019
Q1 | $5.08M | Buy |
65,875
+2,221
| +3% | +$171K | 2.58% | 6 |
|
|
2018
Q4 | $4.41M | Buy |
63,654
+2,855
| +5% | +$221K | 2.49% | 7 |
|
|
2018
Q3 | $5.32M | Buy |
60,799
+1,720
| +3% | +$151K | 2.53% | 8 |
|
|
2018
Q2 | $4.95M | Buy |
59,079
+2,199
| +4% | +$179K | 2.46% | 8 |
|
|
2018
Q1 | $4.38M | Buy |
56,880
+4,753
| +9% | +$370K | 1.95% | 13 |
|
|
2017
Q4 | $4M | Buy |
+52,127
| New | +$3.93M | 1.81% | 12 |
|
Other funds holding IJR
Biltmore Family Office's IJR Position: Q1 2026 in Review
Biltmore Family Office increased its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q1 2026, buying an estimated $1.29M and bringing the position to 40,929 shares worth $5.09M. The position accounts for 0.71% of the portfolio, ranked #30.
Biltmore Family Office first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.1M in Q4 2019. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Biltmore Family Office held 40,929 shares of iShares Core S&P Small-Cap ETF worth $5.09M as of Q1 2026.
- Biltmore Family Office bought 10,148 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.29M.
- iShares Core S&P Small-Cap ETF made up 0.71% of Biltmore Family Office's portfolio in Q1 2026, its #30 holding.
- Biltmore Family Office first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's iShares Core S&P Small-Cap ETF position peaked at $6.1M in Q4 2019.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.