Biltmore Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Hold	1,104	–	–	0.02%	260
2026 Q1	$141K	Sell	1,104 -96	-8%	-$13K	0.02%	251
2025 Q4	$164K	Hold	1,200	–	–	0.02%	237
2025 Q3	$171K	Hold	1,200	–	–	0.02%	220
2025 Q2	$166K	Buy	1,200 +104	+9%	+$13.2K	0.03%	217
2025 Q1	$129K	Hold	1,096	–	–	0.02%	213
2024 Q4	$139K	Hold	1,096	–	–	0.02%	211
2024 Q3	$129K	Hold	1,096	–	–	0.02%	215
2024 Q2	$121K	Hold	1,096	–	–	0.02%	192
2024 Q1	$125K	Buy	1,096 +96	+10%	+$10.4K	0.02%	187
2023 Q4	$104K	Hold	1,000	–	–	0.02%	192
2023 Q3	$91.5K	Hold	1,000	–	–	0.02%	189
2023 Q2	$96.6K	Hold	1,000	–	–	0.02%	186
2023 Q1	$91K	Hold	1,000	–	–	0.02%	227
2022 Q4	$83.6K	Hold	1,000	–	–	0.02%	218
2022 Q3	$78K	Hold	1,000	–	–	0.02%	174
2022 Q2	$79K	Hold	1,000	–	–	0.02%	173
2022 Q1	$101K	Hold	1,000	–	–	0.02%	180
2021 Q4	$115K	Hold	1,000	–	–	0.02%	194
2021 Q3	$112K	Hold	1,000	–	–	0.03%	175
2021 Q2	$113K	Hold	1,000	–	–	0.03%	161
2021 Q1	$102K	Hold	1,000	–	–	0.03%	155
2020 Q4	$103K	Hold	1,000	–	–	0.03%	156
2020 Q3	$86K	Hold	1,000	–	–	0.05%	139
2020 Q2	$79K	Sell	1,000 -16	-2%	-$1.16K	0.05%	149
2020 Q1	$62K	Hold	1,016	–	–	0.04%	144
2019 Q4	$78K	Buy	1,016 +16	+2%	+$1.17K	0.03%	173
2019 Q3	$71K	Hold	1,000	–	–	0.03%	153
2019 Q2	$71K	Buy	+1,000	New	+$69.5K	0.04%	143

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Biltmore Family Office held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,104 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #260.

Biltmore Family Office first reported a position in IWP in Q2 2019 and has held it in 29 quarters since. The position peaked at $171K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Biltmore Family Office held 1,104 shares of iShares Russell Mid-Cap Growth ETF worth $162K as of Q2 2026.
Biltmore Family Office left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Biltmore Family Office's portfolio in Q2 2026, its #260 holding.
Biltmore Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Biltmore Family Office's iShares Russell Mid-Cap Growth ETF position peaked at $171K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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