Biltmore Family Office’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.2K | Sell |
|
|||||
|
2025
Q2 | $47K | Hold |
|
|||||
|
2025
Q1 | $45K | Buy |
|
|||||
|
2024
Q4 | $43.2K | Hold |
|
|||||
|
2024
Q3 | $43.9K | Buy |
|
|||||
|
2024
Q2 | $35.5K | Hold |
|
|||||
|
2024
Q1 | $37K | Buy |
|
|||||
|
2023
Q4 | $31.1K | Hold |
|
|||||
|
2023
Q3 | $27.3K | Hold |
|
|||||
|
2023
Q2 | $28.2K | Hold |
|
|||||
|
2023
Q1 | $27.4K | Hold |
|
|||||
|
2022
Q4 | $27.7K | Hold |
|
|||||
|
2022
Q3 | $26K | Hold |
|
|||||
|
2022
Q2 | $27K | Hold |
|
|||||
|
2022
Q1 | $32K | Hold |
|
|||||
|
2021
Q4 | $33K | Hold |
|
|||||
|
2021
Q3 | $32K | Hold |
|
|||||
|
2021
Q2 | $33K | Hold |
|
|||||
|
2021
Q1 | $32K | Hold |
|
|||||
|
2020
Q4 | $26K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $1K | Hold |
|
|||||
|
2019
Q4 | $2K | Buy |
|