Biltmore Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Hold	2,573	–	–	0.08%	150
2026 Q1	$550K	Sell	2,573 -138	-5%	-$30.2K	0.08%	153
2025 Q4	$570K	Buy	2,711 +138	+5%	+$28.5K	0.08%	141
2025 Q3	$524K	Hold	2,573	–	–	0.07%	140
2025 Q2	$500K	Buy	2,573 +61	+2%	+$11.3K	0.08%	124
2025 Q1	$473K	Hold	2,512	–	–	0.08%	132
2024 Q4	$465K	Hold	2,512	–	–	0.08%	124
2024 Q3	$477K	Hold	2,512	–	–	0.08%	133
2024 Q2	$438K	Buy	2,512 +2,150	+594%	+$376K	0.08%	124
2024 Q1	$64.8K	Buy	+362	New	+$61.3K	0.01%	195
2023 Q1	–	Sell	-2,072	Closed	-$314K	–	279
2022 Q4	$314K	Buy	+2,072	New	+$310K	0.06%	176
2020 Q2	–	Sell	-189	Closed	-$19K	–	182
2020 Q1	$19K	Buy	189 +50	+36%	+$6.23K	0.01%	155
2019 Q4	$19K	Buy	+139	New	+$18.3K	0.01%	185

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Biltmore Family Office held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,573 shares worth $624K. The position accounts for 0.08% of the portfolio, ranked #150.

Biltmore Family Office first reported a position in IWD in Q4 2019 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Biltmore Family Office held 2,573 shares of iShares Russell 1000 Value ETF worth $624K as of Q2 2026.
Biltmore Family Office left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.08% of Biltmore Family Office's portfolio in Q2 2026, its #150 holding.
Biltmore Family Office first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 13 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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