Biltmore Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.13M	Sell	5,517 -140	-2%	-$102K	0.54%	37
2026 Q1	$3.7M	Buy	5,657 +118	+2%	+$80.6K	0.52%	42
2025 Q4	$3.79M	Buy	5,539 +434	+9%	+$295K	0.52%	37
2025 Q3	$3.42M	Sell	5,105 -2	-0%	-$1.29K	0.49%	43
2025 Q2	$3.17M	Sell	5,107 -75	-1%	-$43.1K	0.54%	38
2025 Q1	$2.91M	Sell	5,182 -90	-2%	-$53.1K	0.5%	38
2024 Q4	$3.1M	Sell	5,272 -9	-0.2%	-$5.33K	0.52%	36
2024 Q3	$3.05M	Hold	5,281	–	–	0.52%	33
2024 Q2	$2.89M	Buy	5,281 +268	+5%	+$141K	0.53%	35
2024 Q1	$2.64M	Buy	5,013 +62	+1%	+$31K	0.52%	38
2023 Q4	$2.36M	Hold	4,951	–	–	0.49%	39
2023 Q3	$2.14M	Hold	4,951	–	–	0.48%	39
2023 Q2	$2.21M	Hold	4,951	–	–	0.47%	37
2023 Q1	$2.04M	Hold	4,951	–	–	0.43%	41
2022 Q4	$1.9M	Hold	4,951	–	–	0.39%	41
2022 Q3	$1.78M	Hold	4,951	–	–	0.41%	39
2022 Q2	$1.88M	Sell	4,951 -56	-1%	-$23K	0.47%	39
2022 Q1	$2.27M	Sell	5,007 -25	-0.5%	-$11.2K	0.49%	39
2021 Q4	$2.4M	Buy	5,032 +800	+19%	+$369K	0.46%	44
2021 Q3	$1.82M	Buy	4,232 +73	+2%	+$32.3K	0.44%	38
2021 Q2	$1.79M	Buy	4,159 +2,959	+247%	+$1.24M	0.51%	32
2021 Q1	$477K	Sell	1,200 -47	-4%	-$18.2K	0.15%	94
2020 Q4	$468K	Buy	1,247 +347	+39%	+$124K	0.14%	94
2020 Q3	$302K	Buy	900 +1	+0.1%	+$333	0.17%	109
2020 Q2	$279K	Hold	899	–	–	0.17%	117
2020 Q1	$232K	Sell	899 -71	-7%	-$21.8K	0.15%	126
2019 Q4	$313K	Buy	970 +1	+0.1%	+$309	0.13%	139
2019 Q3	$289K	Hold	969	–	–	0.12%	130
2019 Q2	$285K	Sell	969 -1,042	-52%	-$302K	0.15%	112
2019 Q1	$572K	Hold	2,011	–	–	0.29%	83
2018 Q4	$507K	Buy	2,011 +74	+4%	+$20.1K	0.29%	86
2018 Q3	$569K	Buy	1,937 +1,126	+139%	+$323K	0.27%	85
2018 Q2	$222K	Hold	811	–	–	0.11%	137
2018 Q1	$215K	Hold	811	–	–	0.1%	155
2017 Q4	$218K	Buy	+811	New	+$212K	0.1%	148

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Biltmore Family Office reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $102K and leaving 5,517 shares worth $4.13M. The position accounts for 0.54% of the portfolio, ranked #37.

Biltmore Family Office first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Biltmore Family Office held 5,517 shares of iShares Core S&P 500 ETF worth $4.13M as of Q2 2026.
Biltmore Family Office sold 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 0.54% of Biltmore Family Office's portfolio in Q2 2026, its #37 holding.
Biltmore Family Office first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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