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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.88K	Hold	20	–	–	﹤0.01%	323
2026 Q1	$6.28K	Hold	20	–	–	﹤0.01%	311
2025 Q4	$6.46K	Hold	20	–	–	﹤0.01%	311
2025 Q3	$6.4K	Hold	20	–	–	﹤0.01%	276
2025 Q2	$5.72K	Hold	20	–	–	﹤0.01%	271
2025 Q1	$5.11K	Hold	20	–	–	﹤0.01%	261
2024 Q4	$5.76K	Hold	20	–	–	﹤0.01%	256
2024 Q3	$5.68K	Hold	20	–	–	﹤0.01%	258
2024 Q2	$5.25K	Hold	20	–	–	﹤0.01%	235
2024 Q1	$5.42K	Buy	+20	New	+$5.11K	﹤0.01%	225
2020 Q2	–	Sell	-5	Closed	-$1K	–	184
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	171
2019 Q4	$1K	Buy	+5	New	+$1.01K	﹤0.01%	209

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Biltmore Family Office held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 20 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Biltmore Family Office first reported a position in IWO in Q4 2019 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Biltmore Family Office held 20 shares of iShares Russell 2000 Growth ETF worth $7.88K as of Q2 2026.
Biltmore Family Office left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #323 holding.
Biltmore Family Office first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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