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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369K	Hold	3,347	–	–	0.05%	187
2026 Q1	$325K	Hold	3,347	–	–	0.05%	198
2025 Q4	$322K	Hold	3,347	–	–	0.04%	184
2025 Q3	$323K	Hold	3,347	–	–	0.05%	176
2025 Q2	$308K	Hold	3,347	–	–	0.05%	173
2025 Q1	$285K	Hold	3,347	–	–	0.05%	176
2024 Q4	$296K	Sell	3,347 -4,610	-58%	-$418K	0.05%	171
2024 Q3	$701K	Buy	7,957 +3,957	+99%	+$333K	0.12%	105
2024 Q2	$324K	Hold	4,000	–	–	0.06%	149
2024 Q1	$336K	Hold	4,000	–	–	0.07%	145
2023 Q4	$311K	Hold	4,000	–	–	0.06%	146
2023 Q3	$278K	Hold	4,000	–	–	0.06%	156
2023 Q2	$292K	Hold	4,000	–	–	0.06%	152
2023 Q1	$280K	Hold	4,000	–	–	0.06%	191
2022 Q4	$270K	Hold	4,000	–	–	0.06%	185
2022 Q3	$249K	Hold	4,000	–	–	0.06%	151
2022 Q2	$259K	Hold	4,000	–	–	0.06%	147
2022 Q1	$312K	Hold	4,000	–	–	0.07%	150
2021 Q4	$332K	Hold	4,000	–	–	0.06%	158
2021 Q3	$313K	Hold	4,000	–	–	0.08%	139
2021 Q2	$317K	Hold	4,000	–	–	0.09%	135
2021 Q1	$296K	Hold	4,000	–	–	0.09%	129
2020 Q4	$274K	Hold	4,000	–	–	0.08%	138
2020 Q3	$230K	Hold	4,000	–	–	0.13%	124
2020 Q2	$214K	Hold	4,000	–	–	0.13%	131
2020 Q1	$173K	Sell	4,000 -8,160	-67%	-$449K	0.11%	137
2019 Q4	$725K	Hold	12,160	–	–	0.29%	76
2019 Q3	$680K	Buy	12,160 +1,440	+13%	+$80.5K	0.29%	81
2019 Q2	$599K	Sell	10,720 -2,000	-16%	-$110K	0.32%	74
2019 Q1	$686K	Hold	12,720	–	–	0.35%	73
2018 Q4	$591K	Hold	12,720	–	–	0.33%	79
2018 Q3	$705K	Hold	12,720	–	–	0.34%	76
2018 Q2	$675K	Sell	12,720 -940	-7%	-$49.5K	0.34%	77
2018 Q1	$705K	Hold	13,660	–	–	0.31%	85
2017 Q4	$711K	Buy	+13,660	New	+$693K	0.32%	81

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Biltmore Family Office held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,347 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #187.

Biltmore Family Office first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. The position peaked at $725K in Q4 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Biltmore Family Office held 3,347 shares of iShares Russell Mid-Cap ETF worth $369K as of Q2 2026.
Biltmore Family Office left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #187 holding.
Biltmore Family Office first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Biltmore Family Office's iShares Russell Mid-Cap ETF position peaked at $725K in Q4 2019.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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