BFO
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Biltmore Family Office’s iShares Micro-Cap ETF IWC Stock Holding History

Biltmore Family Office’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Sell
2,011
-1,388
-41% -$254K 0.05% 179
2026
Q1 		$543K Sell
3,399
-610
-15% -$101K 0.08% 154
2025
Q4 		$632K Sell
4,009
-653
-14% -$102K 0.09% 134
2025
Q3 		$695K Sell
4,662
-1,416
-23% -$196K 0.1% 120
2025
Q2 		$776K Sell
6,078
-2,460
-29% -$284K 0.13% 98
2025
Q1 		$947K Sell
8,538
-250
-3% -$31.2K 0.16% 89
2024
Q4 		$1.15M Sell
8,788
-40
-0.5% -$5.21K 0.19% 79
2024
Q3 		$1.09M Sell
8,828
-52
-0.6% -$6.28K 0.19% 81
2024
Q2 		$1.01M Sell
8,880
-25
-0.3% -$2.88K 0.19% 80
2024
Q1 		$1.08M Buy
8,905
+1,872
+27% +$215K 0.21% 77
2023
Q4 		$816K Buy
7,033
+1,804
+34% +$183K 0.17% 85
2023
Q3 		$526K Buy
5,229
+355
+7% +$38.4K 0.12% 107
2023
Q2 		$533K Buy
4,874
+364
+8% +$38.2K 0.11% 102
2023
Q1 		$471K Sell
4,510
-151
-3% -$16.9K 0.1% 131
2022
Q4 		$503K Sell
4,661
-2,091
-31% -$228K 0.1% 124
2022
Q3 		$698K Buy
6,752
+1,011
+18% +$115K 0.16% 80
2022
Q2 		$597K Buy
5,741
+4,341
+310% +$500K 0.15% 92
2022
Q1 		$180K Buy
+1,400
New +$180K 0.04% 176

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Biltmore Family Office reduced its iShares Micro-Cap ETF (IWC) stake by 41% in Q2 2026, selling an estimated $254K and leaving 2,011 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #179.

Biltmore Family Office first reported a position in IWC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Biltmore Family Office held 2,011 shares of iShares Micro-Cap ETF worth $402K as of Q2 2026.
  • Biltmore Family Office sold 1,388 iShares Micro-Cap ETF shares in Q2 2026, an estimated $254K.
  • iShares Micro-Cap ETF made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #179 holding.
  • Biltmore Family Office first reported a position in iShares Micro-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Biltmore Family Office's iShares Micro-Cap ETF position peaked at $1.15M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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