Biltmore Family Office’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $949K | Hold |
3,158
| – | – | 0.12% | 120 |
|
|
2026
Q1 | $783K | Sell |
3,158
-81
| -3% | -$20.9K | 0.11% | 125 |
|
|
2025
Q4 | $797K | Buy |
3,239
+81
| +3% | +$19.9K | 0.11% | 117 |
|
|
2025
Q3 | $764K | Hold |
3,158
| – | – | 0.11% | 111 |
|
|
2025
Q2 | $681K | Hold |
3,158
| – | – | 0.12% | 107 |
|
|
2025
Q1 | $630K | Hold |
3,158
| – | – | 0.11% | 117 |
|
|
2024
Q4 | $698K | Sell |
3,158
-182
| -5% | -$41.5K | 0.12% | 104 |
|
|
2024
Q3 | $738K | Buy |
3,340
+1,205
| +56% | +$258K | 0.13% | 100 |
|
|
2024
Q2 | $433K | Hold |
2,135
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $449K | Hold |
2,135
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $429K | Sell |
2,135
-50
| -2% | -$8.96K | 0.09% | 125 |
|
|
2023
Q3 | $388K | Hold |
2,185
| – | – | 0.09% | 128 |
|
|
2023
Q2 | $409K | Sell |
2,185
-1,279
| -37% | -$228K | 0.09% | 126 |
|
|
2023
Q1 | $618K | Buy |
3,464
+1,329
| +62% | +$245K | 0.13% | 113 |
|
|
2022
Q4 | $372K | Hold |
2,135
| – | – | 0.08% | 164 |
|
|
2022
Q3 | $352K | Hold |
2,135
| – | – | 0.08% | 127 |
|
|
2022
Q2 | $362K | Hold |
2,135
| – | – | 0.09% | 125 |
|
|
2022
Q1 | $438K | Hold |
2,135
| – | – | 0.09% | 122 |
|
|
2021
Q4 | $475K | Hold |
2,135
| – | – | 0.09% | 129 |
|
|
2021
Q3 | $467K | Hold |
2,135
| – | – | 0.11% | 108 |
|
|
2021
Q2 | $490K | Hold |
2,135
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $472K | Hold |
2,135
| – | – | 0.15% | 97 |
|
|
2020
Q4 | $419K | Hold |
2,135
| – | – | 0.13% | 109 |
|
|
2020
Q3 | $320K | Hold |
2,135
| – | – | 0.18% | 106 |
|
|
2020
Q2 | $306K | Sell |
2,135
-375
| -15% | -$49.2K | 0.18% | 108 |
|
|
2020
Q1 | $287K | Sell |
2,510
-100
| -4% | -$14.9K | 0.19% | 112 |
|
|
2019
Q4 | $432K | Hold |
2,610
| – | – | 0.17% | 110 |
|
|
2019
Q3 | $395K | Hold |
2,610
| – | – | 0.17% | 111 |
|
|
2019
Q2 | $406K | Hold |
2,610
| – | – | 0.22% | 93 |
|
|
2019
Q1 | $400K | Hold |
2,610
| – | – | 0.2% | 100 |
|
|
2018
Q4 | $349K | Hold |
2,610
| – | – | 0.2% | 103 |
|
|
2018
Q3 | $441K | Hold |
2,610
| – | – | 0.21% | 97 |
|
|
2018
Q2 | $427K | Hold |
2,610
| – | – | 0.21% | 94 |
|
|
2018
Q1 | $396K | Hold |
2,610
| – | – | 0.18% | 120 |
|
|
2017
Q4 | $398K | Buy |
+2,610
| New | +$392K | 0.18% | 106 |
|
Other funds holding IWM
Biltmore Family Office's IWM Position: Q2 2026 in Review
Biltmore Family Office held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,158 shares worth $949K. The position accounts for 0.12% of the portfolio, ranked #120.
Biltmore Family Office first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Biltmore Family Office held 3,158 shares of iShares Russell 2000 ETF worth $949K as of Q2 2026.
- Biltmore Family Office left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.12% of Biltmore Family Office's portfolio in Q2 2026, its #120 holding.
- Biltmore Family Office first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.