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Biltmore Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Biltmore Family Office’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Biltmore Family Office's IWM Position: Q1 2026 in Review

Biltmore Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2026, selling an estimated $20.9K and leaving 3,158 shares worth $783K. The position accounts for 0.11% of the portfolio, ranked #125.

Biltmore Family Office first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $797K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Biltmore Family Office held 3,158 shares of iShares Russell 2000 ETF worth $783K as of Q1 2026.
  • Biltmore Family Office sold 81 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.9K.
  • iShares Russell 2000 ETF made up 0.11% of Biltmore Family Office's portfolio in Q1 2026, its #125 holding.
  • Biltmore Family Office first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
  • Biltmore Family Office's iShares Russell 2000 ETF position peaked at $797K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.