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

Biltmore Family Office’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.5K	Hold	233	–	–	0.01%	284
2026 Q1	$44.2K	Hold	233	–	–	0.01%	277
2025 Q4	$42.2K	Hold	233	–	–	0.01%	274
2025 Q3	$41.2K	Sell	233 -65	-22%	-$11K	0.01%	247
2025 Q2	$47K	Hold	298	–	–	0.01%	239
2025 Q1	$45K	Buy	298 +35	+13%	+$5.65K	0.01%	226
2024 Q4	$43.2K	Hold	263	–	–	0.01%	225
2024 Q3	$43.9K	Buy	263 +30	+13%	+$4.87K	0.01%	228
2024 Q2	$35.5K	Hold	233	–	–	0.01%	208
2024 Q1	$37K	Buy	233 +33	+17%	+$5K	0.01%	203
2023 Q4	$31.1K	Hold	200	–	–	0.01%	208
2023 Q3	$27.3K	Hold	200	–	–	0.01%	208
2023 Q2	$28.2K	Hold	200	–	–	0.01%	205
2023 Q1	$27.4K	Hold	200	–	–	0.01%	245
2022 Q4	$27.7K	Hold	200	–	–	0.01%	234
2022 Q3	$26K	Hold	200	–	–	0.01%	186
2022 Q2	$27K	Hold	200	–	–	0.01%	186
2022 Q1	$32K	Hold	200	–	–	0.01%	192
2021 Q4	$33K	Hold	200	–	–	0.01%	212
2021 Q3	$32K	Hold	200	–	–	0.01%	190
2021 Q2	$33K	Hold	200	–	–	0.01%	172
2021 Q1	$32K	Hold	200	–	–	0.01%	165
2020 Q4	$26K	Buy	+200	New	+$23.6K	0.01%	167
2020 Q2	–	Sell	-16	Closed	-$1K	–	183
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	170
2019 Q4	$2K	Buy	+16	New	+$1.98K	﹤0.01%	206

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Biltmore Family Office's IWN Position: Q2 2026 in Review

Biltmore Family Office held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 233 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #284.

Biltmore Family Office first reported a position in IWN in Q4 2019 and has held it in 25 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Biltmore Family Office held 233 shares of iShares Russell 2000 Value ETF worth $51.5K as of Q2 2026.
Biltmore Family Office left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #284 holding.
Biltmore Family Office first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 25 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.