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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $764K | Hold |
|
|||||
|
2025
Q2 | $681K | Hold |
|
|||||
|
2025
Q1 | $630K | Hold |
|
|||||
|
2024
Q4 | $698K | Sell |
|
|||||
|
2024
Q3 | $738K | Buy |
|
|||||
|
2024
Q2 | $433K | Hold |
|
|||||
|
2024
Q1 | $449K | Hold |
|
|||||
|
2023
Q4 | $429K | Sell |
|
|||||
|
2023
Q3 | $388K | Hold |
|
|||||
|
2023
Q2 | $409K | Sell |
|
|||||
|
2023
Q1 | $618K | Buy |
|
|||||
|
2022
Q4 | $372K | Hold |
|
|||||
|
2022
Q3 | $352K | Hold |
|
|||||
|
2022
Q2 | $362K | Hold |
|
|||||
|
2022
Q1 | $438K | Hold |
|
|||||
|
2021
Q4 | $475K | Hold |
|
|||||
|
2021
Q3 | $467K | Hold |
|
|||||
|
2021
Q2 | $490K | Hold |
|
|||||
|
2021
Q1 | $472K | Hold |
|
|||||
|
2020
Q4 | $419K | Hold |
|
|||||
|
2020
Q3 | $320K | Hold |
|
|||||
|
2020
Q2 | $306K | Sell |
|
|||||
|
2020
Q1 | $287K | Sell |
|
|||||
|
2019
Q4 | $432K | Hold |
|
|||||
|
2019
Q3 | $395K | Hold |
|
|||||
|
2019
Q2 | $406K | Hold |
|
|||||
|
2019
Q1 | $400K | Hold |
|
|||||
|
2018
Q4 | $349K | Hold |
|
|||||
|
2018
Q3 | $441K | Hold |
|
|||||
|
2018
Q2 | $427K | Hold |
|
|||||
|
2018
Q1 | $396K | Hold |
|
|||||
|
2017
Q4 | $398K | Buy |
|