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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$148K	Hold	756	–	–	0.03%	219
2025 Q1	$144K	Hold	756	–	–	0.02%	211
2024 Q4	$144K	Sell	756 -165	-18%	-$31.5K	0.02%	210
2024 Q3	$182K	Buy	+921	New	+$182K	0.03%	209