Biltmore Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,200
+104
| +9% | +$14.4K | 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% | +$11K | 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 | $91.1K | 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% | -$1.26K | 0.05% | 149 |
|
|
2020
Q1 | $62K | Hold |
1,016
| – | – | 0.04% | 144 |
|
|
2019
Q4 | $78K | Buy |
1,016
+16
| +2% | +$1.23K | 0.03% | 173 |
|
|
2019
Q3 | $71K | Hold |
1,000
| – | – | 0.03% | 153 |
|
|
2019
Q2 | $71K | Buy |
+1,000
| New | +$71K | 0.04% | 143 |
|