Biltmore Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Hold |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $64.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $19K | Buy |
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