Biltmore Family Office’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Hold	756	–	–	0.02%	257
2026 Q1	$160K	Hold	756	–	–	0.02%	249
2025 Q4	$160K	Hold	756	–	–	0.02%	238
2025 Q3	$156K	Hold	756	–	–	0.02%	222
2025 Q2	$148K	Hold	756	–	–	0.03%	219
2025 Q1	$144K	Hold	756	–	–	0.02%	211
2024 Q4	$144K	Sell	756 -165	-18%	-$32.7K	0.02%	210
2024 Q3	$182K	Buy	+921	New	+$175K	0.03%	209

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Biltmore Family Office held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 756 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #257.

Biltmore Family Office first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. The position peaked at $182K in Q3 2024. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Biltmore Family Office held 756 shares of iShares S&P 500 Value ETF worth $172K as of Q2 2026.
Biltmore Family Office left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #257 holding.
Biltmore Family Office first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
Biltmore Family Office's iShares S&P 500 Value ETF position peaked at $182K in Q3 2024.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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