Biltmore Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
2,573
+61
| +2% | +$11.8K | 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% | +$375K | 0.08% | 124 |
|
|
2024
Q1 | $64.8K | Buy |
+362
| New | +$64.8K | 0.01% | 195 |
|
|
2023
Q1 | – | Sell |
-2,072
| Closed | -$314K | – | 279 |
|
|
2022
Q4 | $314K | Buy |
+2,072
| New | +$314K | 0.06% | 176 |
|
|
2020
Q2 | – | Sell |
-189
| Closed | -$19K | – | 182 |
|
|
2020
Q1 | $19K | Buy |
189
+50
| +36% | +$5.03K | 0.01% | 155 |
|
|
2019
Q4 | $19K | Buy |
+139
| New | +$19K | 0.01% | 185 |
|