Biltmore Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$105K	Sell	768 -32	-4%	-$4.13K	0.01%	269
2026 Q1	$94.8K	Hold	800	–	–	0.01%	260
2025 Q4	$91K	Buy	+800	New	+$89.7K	0.01%	251
2023 Q1	–	Sell	-610	Closed	-$55.7K	–	278
2022 Q4	$55.7K	Buy	+610	New	+$56.2K	0.01%	225

Other funds holding IJS

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

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

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

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

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

PRS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Biltmore Family Office reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4% in Q2 2026, selling an estimated $4.13K and leaving 768 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #269.

Biltmore Family Office first reported a position in IJS in Q4 2022 and has held it in 4 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Biltmore Family Office held 768 shares of iShares S&P Small-Cap 600 Value ETF worth $105K as of Q2 2026.
Biltmore Family Office sold 32 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.13K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #269 holding.
Biltmore Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 4 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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