Biltmore Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $323K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $701K | Buy |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $214K | Hold |
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|
2020
Q1 | $173K | Sell |
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|
2019
Q4 | $725K | Hold |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $599K | Sell |
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|
2019
Q1 | $686K | Hold |
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|
2018
Q4 | $591K | Hold |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $675K | Sell |
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|
2018
Q1 | $705K | Hold |
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|
2017
Q4 | $711K | Buy |
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