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
2025 Q3	$156K	Hold
2025 Q2	$148K	Hold
2025 Q1	$144K	Hold
2024 Q4	$144K	Sell
2024 Q3	$182K	Buy